What Bill Nygren bought and sold in Q1 2026
In Q1 2026, Bill Nygren (Harris Associates L P (Oakmark Funds)) opened 15 new positions — including MRSH (1.2%), SUNB (1.0%), ROP (0.8%), added to 16, trimmed 29, exited 26 (AZN, APA, BAX). The book stood at $74.88B across 156 positions, filed May 15, 2026.
15New16Added29Trimmed26Exited
New positions (15)
- MRSHMarsh & Mclennan Cos1.2% · $897M
- SUNBSunbelt Rentals Holdings Inc1.0% · $759M
- ROPRoper Technologies Inc0.8% · $612M
- ACNAccenture Plc Ireland0.8% · $573M
- ADBEAdobe Inc0.7% · $558M
- RJFRaymond James Financial Inc0.7% · $496M
- SYFSynchrony Financial0.4% · $317M
- CPNGCoupang Inc0.3% · $188M
- HLNHaleon Plc-adr0.2% · $150M
- WATWaters Corp0.1% · $86M
- EQHEquitable Holdings Inc<0.1% · $1M
- USIGIshares Broad Usd Investment<0.1% · $3K
- SAPSap Se-sponsored Adr<0.1% · $249K
- ULUnilever Plc-sponsored Adr<0.1% · $235K
- MBBIshares Mbs Etf<0.1% · $3K
Added to (16)
- CRMSalesforce Inc+52% shares · 3.7% · $2.78B
- FISVFiserv Inc+27% shares · 1.5% · $1.10B
- NFLXNetflix Inc+30200% shares · 1.3% · $948M
- SYYSysco Corp+39% shares · 1.0% · $785M
- ITGartner Inc+225% shares · 0.7% · $497M
- ICLRIcon Plc+73% shares · 0.6% · $482M
- CNCCentene Corp+56% shares · 0.6% · $461M
- CRLCharles River Laboratories+28% shares · 0.5% · $371M
- MDLZMondelez International Inc-a+22% shares · 0.4% · $325M
- OCOwens Corning+226% shares · 0.1% · $99M
- CIGIColliers Intl Gr-subord Vot+332% shares · <0.1% · $34M
- KBKB Financial Group Inc-adr+2580% shares · <0.1% · $8M
- SPYSS Spdr S&p 500 Etf Trust-us+53% shares · <0.1% · $5M
- WDAYWorkday Inc-class A+104% shares · <0.1% · $2M
- BABAAlibaba Group Holding-sp Adr+40% shares · <0.1% · $2M
- SGOVIshares 0-3 Month Treasury B+834% shares · <0.1% · $376K
Trimmed (29)
- COPConocophillips-27% shares · 3.1% · $2.30B
- PSXPhillips 66-35% shares · 2.2% · $1.66B
- GMGeneral Motors CO-23% shares · 1.3% · $1.00B
- WBDWarner Bros Discovery Inc-58% shares · 1.2% · $903M
- MPCMarathon Petroleum Corp-30% shares · 0.9% · $685M
- CNHCnh Indl N V-21% shares · 0.9% · $639M
- EOGEog Resources Inc-44% shares · 0.8% · $597M
- MASMasco Corp-25% shares · 0.7% · $519M
- BDXBecton Dickinson And CO-22% shares · 0.5% · $349M
- DEDeere & CO-83% shares · 0.4% · $292M
- MOHMolina Healthcare Inc-58% shares · 0.2% · $130M
- NVSTEnvista Holdings Corp-30% shares · 0.1% · $83M
- ALSNAllison Transmission Holding-22% shares · 0.1% · $62M
- SDASealed Air Corp-66% shares · 0.1% · $54M
- RYAAYRyanair Holdings Plc-sp Adr-62% shares · 0.1% · $49M
- WENWendy's Co/the-41% shares · 0.1% · $41M
- OPLNOpenlane Inc-58% shares · <0.1% · $17M
- GRFSGrifols Sa-adr-32% shares · <0.1% · $15M
- BWABorgwarner Inc-84% shares · <0.1% · $12M
- BKBank OF New York Mellon Corp-36% shares · <0.1% · $5M
- LEALear Corp-48% shares · <0.1% · $1M
- CATCaterpillar Inc-24% shares · <0.1% · $1M
- VTVVanguard Value Etf-87% shares · <0.1% · $505K
- HRIHerc Holdings Inc-37% shares · <0.1% · $447K
- PGProcter & Gamble Co/the-21% shares · <0.1% · $216K
- XOMExxon Mobil Corp-25% shares · <0.1% · $249K
- PEPPepsico Inc-22% shares · <0.1% · $259K
- COSTCostco Wholesale Corp-45% shares · <0.1% · $361K
- WMTWalmart Inc-41% shares · <0.1% · $259K
Exited (26)
- AZNAstrazeneca Plc-spons Adrwas 0.4% of book
- APAApa Corpwas 0.4% of book
- BAXBaxter International Incwas 0.2% of book
- CECelanese Corpwas 0.2% of book
- MGAMagna International Incwas <0.1% of book
- CSXCsx Corpwas <0.1% of book
- OMCOmnicom Groupwas <0.1% of book
- APTVAptiv Plcwas <0.1% of book
- HHHHoward Hughes Holdings Incwas <0.1% of book
- KRKroger COwas <0.1% of book
- MBCMasterbrand Incwas <0.1% of book
- PANWPalo Alto Networks Incwas <0.1% of book
- UNHUnitedhealth Group Incwas <0.1% of book
- TMOThermo Fisher Scientific Incwas <0.1% of book
- INDAIshares Msci India Etfwas <0.1% of book
- ADPAutomatic Data Processingwas <0.1% of book
- IEURIshares Core Msci Europe Etfwas <0.1% of book
- AONAon Plcwas <0.1% of book
- DISWalt Disney Co/thewas <0.1% of book
- PDXPimco Dynamic Income Stratwas <0.1% of book
- AMDAdvanced Micro Deviceswas <0.1% of book
- ABTAbbott Laboratorieswas <0.1% of book
- EUFNIshares Msci Europe Financiawas <0.1% of book
- PUKPrudential Plc-adrwas <0.1% of book
- MCDMcdonald's Corpwas <0.1% of book
- HDBHdfc Bank Ltd-adrwas <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.