What Bill Nygren bought and sold in Q3 2025
In Q3 2025, Bill Nygren (Harris Associates L P (Oakmark Funds)) opened 17 new positions — including UNP (0.6%), FMX (0.4%), GLIBK (<0.1%), added to 13, trimmed 32, exited 11 (OTEX, KVUE, EBAY). The book stood at $62.38B across 177 positions, filed Nov 14, 2025.
17New13Added32Trimmed11Exited
New positions (17)
- UNPUnion Pacific Corp0.6% · $346M
- FMXFomento Economico Mex-sp Adr0.4% · $267M
- GLIBKGci Liberty Inc-cl C<0.1% · $13M
- TSMTaiwan Semiconductor-sp Adr<0.1% · $331K
- NOWServicenow Inc<0.1% · $313K
- UNHUnitedhealth Group Inc<0.1% · $488K
- LHXL3harris Technologies Inc<0.1% · $218K
- OSKOshkosh Corp<0.1% · $213K
- TMOThermo Fisher Scientific Inc<0.1% · $262K
- CDNSCadence Design Sys Inc<0.1% · $277K
- KOCoca-cola Co/the<0.1% · $212K
- IEURIshares Core Msci Europe Etf<0.1% · $3K
- IDXXIdexx Laboratories Inc<0.1% · $291K
- USHYIshares Broad Usd High Yield<0.1% · $143K
- MSIMotorola Solutions Inc<0.1% · $214K
- QCOMQualcomm Inc<0.1% · $211K
- GLIBAGci Liberty Inc-cl A<0.1% · $75K
Added to (13)
- CRMSalesforce Inc+135% shares · 2.7% · $1.67B
- KDPKeurig DR Pepper Inc+33% shares · 2.6% · $1.60B
- ELVElevance Health Inc+39% shares · 1.7% · $1.03B
- FISVFiserv Inc+27% shares · 1.4% · $872M
- TRGPTarga Resources Corp+1497% shares · 1.1% · $696M
- RGAReinsurance Group OF America+40% shares · 1.0% · $643M
- MOHMolina Healthcare Inc+74% shares · 0.8% · $513M
- ZBHZimmer Biomet Holdings Inc+27% shares · 0.8% · $468M
- ICLRIcon Plc+43% shares · 0.7% · $410M
- CRLCharles River Laboratories+27% shares · 0.4% · $230M
- CDWCdw Corp/de+38% shares · 0.1% · $44M
- ACVAAcv Auctions Inc-a+25% shares · 0.1% · $38M
- HDBHdfc Bank Ltd-adr+192% shares · <0.1% · $299K
Trimmed (32)
- GOOGLAlphabet Inc-cl A-28% shares · 4.4% · $2.77B
- CBRECbre Group Inc - A-24% shares · 1.7% · $1.09B
- TELTE Connectivity Plc-27% shares · 1.4% · $880M
- NDAQNasdaq Inc-24% shares · 0.8% · $522M
- BKBank OF New York Mellon Corp-30% shares · 0.6% · $375M
- CNCCentene Corp-55% shares · 0.5% · $326M
- ORCLOracle Corp-22% shares · 0.4% · $225M
- RYAAYRyanair Holdings Plc-sp Adr-22% shares · 0.3% · $184M
- FLUTFlutter Entmt Plc-21% shares · 0.3% · $163M
- MGAMagna International Inc-70% shares · 0.2% · $102M
- BWABorgwarner Inc-26% shares · 0.1% · $91M
- BLKBlackrock Inc-74% shares · 0.1% · $78M
- WMGWarner Music Group Corp-cl A-25% shares · 0.1% · $71M
- OPLNOpenlane Inc-53% shares · 0.1% · $48M
- CVSCvs Health Corp-35% shares · 0.1% · $41M
- ALVAutoliv Inc-21% shares · 0.1% · $33M
- GSGoldman Sachs Group Inc-44% shares · <0.1% · $29M
- KRKroger CO-27% shares · <0.1% · $19M
- IPGInterpublic Group OF Cos Inc-79% shares · <0.1% · $14M
- CIGIColliers Intl Gr-subord Vot-24% shares · <0.1% · $13M
- APTVAptiv Plc-96% shares · <0.1% · $5M
- HHHHoward Hughes Holdings Inc-53% shares · <0.1% · $5M
- LEALear Corp-83% shares · <0.1% · $4M
- LBRDALiberty Broadband-a-60% shares · <0.1% · $336K
- DEODiageo Plc-sponsored Adr-57% shares · <0.1% · $490K
- VTVVanguard Value Etf-75% shares · <0.1% · $139K
- CVXChevron Corp-34% shares · <0.1% · $257K
- ADPAutomatic Data Processing-50% shares · <0.1% · $236K
- XOMExxon Mobil Corp-73% shares · <0.1% · $222K
- IWMIshares Russell 2000 Etf-32% shares · <0.1% · $129K
- HONHoneywell International Inc-24% shares · <0.1% · $214K
- EFAIshares Msci Eafe Etf-30% shares · <0.1% · $44K
Exited (11)
- OTEXOpen Text Corpwas 0.3% of book
- KVUEKenvue Incwas 0.2% of book
- EBAYEbay Incwas <0.1% of book
- HDHome Depot Incwas <0.1% of book
- ETEnergy Transfer LPwas <0.1% of book
- LYGLloyds Banking Group Plc-adrwas <0.1% of book
- INTUIntuit Incwas <0.1% of book
- FMSFresenius Medical Care-adrwas <0.1% of book
- ZTSZoetis Incwas <0.1% of book
- SYKStryker Corpwas <0.1% of book
- BTXBlackrock Tech & Priv Eqtywas <0.1% of book
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.