WhaleQuant.io

Bill Nygren - Oakmark Funds Holdings – 2026 Q1

Explore the latest portfolio disclosure for Bill Nygren - Oakmark Funds, with insights into sector exposure, position sizes, and overall investment structure for 2026 Q1.

The latest 2026 Q1 filing shows that Bill Nygren - Oakmark Funds maintains its largest exposure in Financial Services, which represents approximately 20.54% of the portfolio. This sector forms the core of Bill Nygren - Oakmark Funds's investment stance during this reporting period.

Additional major allocations include Unclassified Sector (about 13.35%) and Technology (approximately 13.32%) , reflecting how Bill Nygren - Oakmark Funds diversifies beyond its primary sector focus.

These sector weightings provide a clear view into Bill Nygren - Oakmark Funds's positioning and conviction areas for the 2026 Q1 quarter.

Breakdown by Sector

Financial Services
20.5%
Unclassified Sector
13.4%
Technology
13.3%
Healthcare
11.9%
Energy
9.9%
Industrials
8.5%
Consumer Cyclical
7.9%
Consumer Defensive
5.4%
Communication Services
4.6%
Basic Materials
1.9%
Non-U.S. Assets
1.5%
Real Estate
1.2%
Unknown
0.0%
ETF
0.0%
Fixed Income
0.0%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
AMZN 4,760,706 $208.27 Increased 6.67% 1.32% $991.51M 2026 Q1
RGA 4,850,478 $204.16 Increased 13.83% 1.32% $990.27M 2026 Q1
NFLX 9,859,773 $96.15 Increased 30200.47% 1.27% $948.02M 2026 Q1
BAC 18,907,859 $48.75 Reduced -4.76% 1.23% $921.76M 2026 Q1
UNP 3,782,438 $242.62 Increased 3.44% 1.23% $917.7M 2026 Q1
WBD 32,874,039 $27.46 Reduced -58.31% 1.21% $902.72M 2026 Q1
MRSH 5,169,119 $173.45 Buy 100.00% 1.20% $896.58M 2026 Q1
WFC 10,983,221 $79.61 Reduced -14.88% 1.17% $874.37M 2026 Q1
CBRE 6,422,190 $135.46 Reduced -7.31% 1.16% $869.95M 2026 Q1
CHTR 3,989,043 $215.88 Reduced -8.19% 1.15% $861.15M 2026 Q1
AER 5,901,622 $137.18 Increased 1.05% 1.08% $809.58M 2026 Q1
CG 16,583,907 $48.39 Increased 9.12% 1.07% $802.5M 2026 Q1
GPN 11,855,322 $67.3 Increased 4.47% 1.07% $797.86M 2026 Q1
SYY 11,009,012 $71.33 Increased 39.11% 1.05% $785.27M 2026 Q1
NKE 14,776,259 $52.82 Reduced -1.21% 1.04% $780.48M 2026 Q1
STT 6,147,935 $126.56 Reduced -2.51% 1.04% $778.08M 2026 Q1
CMCSA 26,448,063 $28.71 Reduced -3.68% 1.01% $759.32M 2026 Q1
SUNB 11,653,333 $65.09 Buy 100.00% 1.01% $758.52M 2026 Q1
MPC 2,805,972 $244.18 Reduced -30.41% 0.91% $685.16M 2026 Q1
NDAQ 8,010,183 $84.89 Reduced -7.09% 0.91% $679.98M 2026 Q1
CDW 5,383,062 $121.02 Increased 18.94% 0.87% $651.46M 2026 Q1
CNH 58,127,119 $11 Reduced -20.83% 0.85% $639.4M 2026 Q1
AMRZ 11,344,767 $56.02 Reduced -0.31% 0.85% $635.53M 2026 Q1
ROP 1,729,546 $353.86 Buy 100.00% 0.82% $612.02M 2026 Q1
EOG 4,131,238 $144.57 Reduced -43.96% 0.80% $597.25M 2026 Q1
Prev Page
1 2 3 4 5
7 Next Page Total 7 Page