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 |
|---|---|---|---|---|---|---|---|
| IT | 3,135,774 | $158.34 | Increased | 225.29% | 0.66% | $496.52M | 2026 Q1 |
| RJF | 3,425,321 | $144.79 | Buy | 100.00% | 0.66% | $495.95M | 2026 Q1 |
| ICLR | 4,351,317 | $110.66 | Increased | 73.35% | 0.64% | $481.52M | 2026 Q1 |
| CNC | 14,094,531 | $32.74 | Increased | 55.73% | 0.62% | $461.45M | 2026 Q1 |
| PAYC | 3,257,774 | $121.54 | Increased | 1.50% | 0.53% | $395.95M | 2026 Q1 |
| CRL | 2,153,296 | $172.5 | Increased | 28.36% | 0.50% | $371.44M | 2026 Q1 |
| MDLZ | 5,631,456 | $57.64 | Increased | 21.90% | 0.43% | $324.6M | 2026 Q1 |
| SYF | 4,659,001 | $68.02 | Buy | 100.00% | 0.42% | $316.91M | 2026 Q1 |
| CPNG | 9,981,854 | $18.88 | Buy | 100.00% | 0.25% | $188.46M | 2026 Q1 |
| HLN | 15,032,041 | $10.01 | Buy | 100.00% | 0.20% | $150.47M | 2026 Q1 |
| FLUT | 1,131,464 | $101.95 | Increased | 11.26% | 0.15% | $115.35M | 2026 Q1 |
| ABM | 2,882,144 | $38.52 | Increased | 6.28% | 0.15% | $111.02M | 2026 Q1 |
| OC | 915,393 | $108.22 | Increased | 226.31% | 0.13% | $99.06M | 2026 Q1 |
| MTN | 745,558 | $128.32 | Increased | 4.31% | 0.13% | $95.67M | 2026 Q1 |
| WAT | 288,712 | $297.8 | Buy | 100.00% | 0.11% | $85.98M | 2026 Q1 |
| BLK | 54,555 | $961.71 | Increased | 0.27% | 0.07% | $52.47M | 2026 Q1 |
| CIGI | 313,300 | $106.94 | Increased | 331.54% | 0.04% | $33.5M | 2026 Q1 |
| KB | 83,474 | $99.73 | Increased | 2579.74% | 0.01% | $8.32M | 2026 Q1 |
| SPY | 7,712 | $650.29 | Increased | 53.11% | 0.01% | $5.02M | 2026 Q1 |
| META | 4,461 | $572.07 | Increased | 4.11% | 0.00% | $2.55M | 2026 Q1 |
| BABA | 13,441 | $125.44 | Increased | 40.17% | 0.00% | $1.69M | 2026 Q1 |
| WDAY | 11,667 | $129.94 | Increased | 103.72% | 0.00% | $1.52M | 2026 Q1 |
| EQH | 28,245 | $37.1 | Buy | 100.00% | 0.00% | $1.05M | 2026 Q1 |
| AVGO | 1,813 | $309.43 | Increased | 6.02% | 0.00% | $561K | 2026 Q1 |
| LLY | 450 | $920 | Increased | 8.70% | 0.00% | $414K | 2026 Q1 |