Bill Nygren - Oakmark Select Fund – Largest Buy Additions (2025 Q4)
A detailed view of the stocks most significantly increased by Bill Nygren - Oakmark Select Fund during the 2025 Q4 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 |
|---|---|---|---|---|---|---|---|
| FCNCA | 266,012 | $2146.18 | Increased | 14.60% | 7.33% | $570.91M | 2025 Q4 |
| CRM | 1,817,000 | $264.91 | Increased | 18.60% | 6.18% | $481.34M | 2025 Q4 |
| KDP | 16,565,598 | $28.01 | Increased | 38.66% | 5.96% | $464M | 2025 Q4 |
| ICE | 2,511,853 | $161.96 | Increased | 31.45% | 5.22% | $406.82M | 2025 Q4 |
| PAYC | 1,974,700 | $159.36 | Increased | 91.03% | 4.04% | $314.69M | 2025 Q4 |
| TRGP | 1,186,000 | $184.5 | Buy | 100.00% | 2.81% | $218.82M | 2025 Q4 |
| CRL | 1,004,000 | $199.48 | Increased | 22.14% | 2.57% | $200.28M | 2025 Q4 |
| ICLR | 1,049,000 | $182.22 | Increased | 10.54% | 2.45% | $191.15M | 2025 Q4 |
Total 1 Page