What Bill Nygren bought and sold in Q4 2024
In Q4 2024, Bill Nygren (Harris Associates L P (Oakmark Funds)) opened 15 new positions — including ABNB (0.9%), ELV (0.9%), SYY (0.4%), added to 10, trimmed 26, exited 6 (A, GIL, FANG). The book stood at $75.99B across 153 positions, filed Feb 14, 2025.
15New10Added26Trimmed6Exited
New positions (15)
- ABNBAirbnb Inc-class A0.9% · $703M
- ELVElevance Health Inc0.9% · $672M
- SYYSysco Corp0.4% · $332M
- BLKBlackrock Inc0.3% · $233M
- APTVAptiv Plc0.3% · $232M
- BDXBecton Dickinson And CO0.3% · $203M
- CGCarlyle Group Inc/the0.2% · $161M
- SNRENSunrise Communicat-cl A<0.1% · $22M
- BECNUSDBeacon Roofing Supply Inc<0.1% · $22M
- BABAAlibaba Group Holding-sp Adr<0.1% · $16M
- IWDIshares Russell 1000 Value E<0.1% · $11M
- HDHome Depot Inc<0.1% · $208K
- INDAIshares Msci India Etf<0.1% · $32K
- EUFNIshares Msci Europe Financia<0.1% · $14K
- MCDMcdonald's Corp<0.1% · $278K
Added to (10)
- EFXEquifax Inc+97% shares · 1.2% · $913M
- KDPKeurig DR Pepper Inc+2555% shares · 1.2% · $910M
- TELTE Connectivity Plc+32% shares · 0.8% · $632M
- MRKMerck & Co. Inc.+112% shares · 0.8% · $621M
- GEHCGE Healthcare Technology+130% shares · 0.4% · $332M
- BCBrunswick Corp+74% shares · 0.2% · $182M
- MTNVail Resorts Inc+51% shares · 0.2% · $173M
- SPYSS Spdr S&p 500 Etf Trust-us+652% shares · <0.1% · $34M
- VTVVanguard Value Etf+351% shares · <0.1% · $2M
- GDGeneral Dynamics Corp+82% shares · <0.1% · $349K
Trimmed (26)
- FISVFiserv Inc-34% shares · 2.4% · $1.86B
- CBRECbre Group Inc - A-24% shares · 1.9% · $1.41B
- CNHCnh Indl N V-21% shares · 1.7% · $1.32B
- WFCWells Fargo & CO-31% shares · 1.3% · $1.02B
- DALDelta Air Lines Inc-22% shares · 0.8% · $594M
- CRMSalesforce Inc-74% shares · 0.6% · $445M
- RYAAYRyanair Holdings Plc-sp Adr-30% shares · 0.4% · $315M
- OTEXOpen Text Corp-30% shares · 0.3% · $254M
- IPGInterpublic Group OF Cos Inc-55% shares · 0.2% · $182M
- THOThor Industries Inc-38% shares · 0.2% · $143M
- GSGoldman Sachs Group Inc-77% shares · 0.1% · $66M
- LEALear Corp-23% shares · <0.1% · $26M
- CRICarter's Inc-51% shares · <0.1% · $21M
- TFCTruist Financial Corp-92% shares · <0.1% · $18M
- SWSmurfit Westrock Plc-90% shares · <0.1% · $15M
- DISWalt Disney Co/the-91% shares · <0.1% · $14M
- CIGIColliers Intl Gr-subord Vot-48% shares · <0.1% · $13M
- MANManpowergroup Inc-28% shares · <0.1% · $6M
- LWLamb Weston Holdings Inc-93% shares · <0.1% · $6M
- MCOMoody's Corp-67% shares · <0.1% · $4M
- PHParker Hannifin Corp-21% shares · <0.1% · $518K
- ADPAutomatic Data Processing-41% shares · <0.1% · $397K
- EBAYEbay Inc-100% shares · <0.1% · $655K
- IJRIshares Core S&p Small-cap E-94% shares · <0.1% · $8K
- ACWIIshares Msci Acwi Etf-33% shares · <0.1% · $270K
- MOAltria Group Inc-100% shares · <0.1% · $343K
Exited (6)
Bill Nygren's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.