Bill Nygren · quarter digest
What Bill Nygren did in Q4 2024
Oakmark Funds filed 50 moves in Q4 2024: 5 new, 13 add, 30 trim, 2 exit.
13F filed 2025-02-14. Manager quality score: q7. Philosophy: Concentrated value. Buy good businesses at a discount to intrinsic value.
New positions · 5
Fresh money
Adds · 13
Adding to conviction
IQV
ADD +11%·2.9% book·−13
COP
ADD +10%·1.9% book·−4
EFX
ADD +97%·1.2% book·+4
KDP
ADD +2555%·1.2% book·0
ADD +6%·1.1% book·−3
GPN
ADD +6%·0.8% book·−6
MRK
ADD +112%·0.8% book·−5
ADD +13%·0.0% book·−4
EEM
ADD +936%·0.0% book·+5
ADD +18%·0.0% book·−17
ADD +6%·0.0% book·+1
SPY
ADD +652%·0.0% book·−2
VTV
ADD +346%·0.0% book·−3
Trims · 30
Taking chips off
TRIM -6%·4.1% book·−27
TRIM -18%·2.8% book·−18
FISV
TRIM -34%·2.4% book·−9
GM
TRIM -7%·2.1% book·−9
CHTR
TRIM -15%·2.0% book·−25
TRIM -15%·1.7% book·−1
KR
TRIM -14%·1.6% book·−16
TRIM -12%·0.9% book·−6
PAYC
TRIM -14%·0.9% book·−14
DAL
TRIM -22%·0.8% book·−11
CRM
TRIM -74%·0.6% book·−6
RYAAY
TRIM -30%·0.4% book·−13
ORCL
TRIM -12%·0.3% book·−18
TRIM -18%·0.2% book·−9
TRIM -17%·0.1% book·−7
ETSY
TRIM -9%·0.1% book·−7
GS
TRIM -77%·0.1% book·−13
TRIM -11%·0.1% book·−13
LBTYA
TRIM -19%·0.1% book·−7
LPLA
TRIM -8%·0.1% book·−10
MO
TRIM -100%·0.0% book·−7
ADP
TRIM -41%·0.0% book·−14
TRIM -17%·0.0% book·−2
BKNG
TRIM -6%·0.0% book·−8
DHR
TRIM -89%·0.0% book·−18
TRIM -67%·0.0% book·+14
SEG
TRIM -9%·0.0% book·−4
THC
TRIM -13%·0.0% book·−10
TRIM -10%·0.0% book·−24
WDAY
TRIM -6%·0.0% book·−36
Exits · 2
Closed positions
A
EXIT·0.0% book·−9
IT
EXIT·0.0% book·−8
Current top holdings
Bill Nygren’s book, latest snapshot
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
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Reading for your research
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