Bill Nygren - Oakmark Funds – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by Bill Nygren - Oakmark Funds during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| CRM | 14,917,993 | $186.67 | Increased | 52.36% | 3.72% | $2.78B | 2026 Q1 |
| ICE | 16,342,258 | $157.28 | Increased | 4.86% | 3.43% | $2.57B | 2026 Q1 |
| KDP | 93,082,313 | $26.33 | Increased | 7.90% | 3.27% | $2.45B | 2026 Q1 |
| ABNB | 19,162,235 | $126.28 | Increased | 2.50% | 3.23% | $2.42B | 2026 Q1 |
| IQV | 12,183,275 | $170.54 | Increased | 7.63% | 2.77% | $2.08B | 2026 Q1 |
| FCNCA | 948,101 | $1884.66 | Increased | 2.06% | 2.39% | $1.79B | 2026 Q1 |
| WTW | 6,017,682 | $290.7 | Increased | 7.21% | 2.34% | $1.75B | 2026 Q1 |
| ELV | 4,796,526 | $292.75 | Increased | 0.04% | 1.87% | $1.4B | 2026 Q1 |
| ZBH | 12,959,939 | $90.42 | Increased | 5.67% | 1.56% | $1.17B | 2026 Q1 |
| FISV | 19,737,630 | $55.8 | Increased | 26.89% | 1.47% | $1.1B | 2026 Q1 |
| 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 |
| UNP | 3,782,438 | $242.62 | Increased | 3.44% | 1.23% | $917.7M | 2026 Q1 |
| MRSH | 5,169,119 | $173.45 | Buy | 100.00% | 1.20% | $896.58M | 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 |
| SUNB | 11,653,333 | $65.09 | Buy | 100.00% | 1.01% | $758.52M | 2026 Q1 |
| CDW | 5,383,062 | $121.02 | Increased | 18.94% | 0.87% | $651.46M | 2026 Q1 |
| ROP | 1,729,546 | $353.86 | Buy | 100.00% | 0.82% | $612.02M | 2026 Q1 |
| CRBG | 24,964,260 | $23.86 | Increased | 2.44% | 0.80% | $595.65M | 2026 Q1 |
| ACN | 2,891,902 | $198.29 | Buy | 100.00% | 0.77% | $573.44M | 2026 Q1 |
| ADBE | 2,293,821 | $243.08 | Buy | 100.00% | 0.74% | $557.58M | 2026 Q1 |