Bill Nygren - Oakmark Funds – Largest Position Reductions (2026 Q1)
This report summarizes the most meaningful reductions and sell-offs made by Bill Nygren - Oakmark Funds in 2026 Q1. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| JCI | 7,350 | $130.88 | Reduced | -9.98% | 0.00% | $961.97K | 2026 Q1 |
| MCO | 1,905 | $436.22 | Reduced | -2.21% | 0.00% | $831K | 2026 Q1 |
| VTV | 2,572 | $196.35 | Reduced | -87.05% | 0.00% | $505.01K | 2026 Q1 |
| HRI | 4,495 | $99.44 | Reduced | -36.73% | 0.00% | $446.98K | 2026 Q1 |
| COST | 362 | $997.24 | Reduced | -44.82% | 0.00% | $361K | 2026 Q1 |
| DHR | 1,838 | $189.34 | Reduced | -18.71% | 0.00% | $348.01K | 2026 Q1 |
| PEP | 1,665 | $155.56 | Reduced | -21.61% | 0.00% | $259.01K | 2026 Q1 |
| WMT | 2,080 | $124.52 | Reduced | -40.77% | 0.00% | $259K | 2026 Q1 |
| XOM | 1,466 | $169.85 | Reduced | -25.43% | 0.00% | $249K | 2026 Q1 |
| DEO | 3,295 | $74.36 | Reduced | -5.72% | 0.00% | $245.02K | 2026 Q1 |
| OSK | 1,575 | $147.3 | Reduced | -4.26% | 0.00% | $232K | 2026 Q1 |
| PG | 1,494 | $144.58 | Reduced | -21.24% | 0.00% | $216K | 2026 Q1 |