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Bill Nygren · quarter digest

What Bill Nygren did in Q1 2025

Oakmark Funds filed 50 moves in Q1 2025: 6 new, 10 add, 31 trim, 3 exit.

13F filed 2025-05-15. Manager quality score: q7. Philosophy: Concentrated value. Buy good businesses at a discount to intrinsic value.

← Q4 2024Q1 2025 · fleet digestQ2 2025 →
New positions · 6

Fresh money

MOH
NEW·0.6% book·−1
STZ
NEW·0.5% book·−4
FLUT
NEW·0.2% book·−7
XOM
NEW·0.0% book·−7
INTC
NEW·0.0% book·+1
WMT
NEW·0.0% book·−9
Adds · 10

Adding to conviction

COP
ADD +25%·3.2% book·−4
KDP
ADD +53%·2.5% book·0
ABNB
ADD +86%·2.0% book·−14
EFX
ADD +28%·1.9% book·+4
ELV
ADD +25%·1.7% book·−7
ALLY
ADD +8%·1.5% book·−3
MRK
ADD +20%·1.1% book·−5
SYY
ADD +97%·1.1% book·−1
DAL
ADD +15%·0.8% book·−11
DEO
ADD +6%·0.0% book·−16
Trims · 31

Taking chips off

ICE
TRIM -15%·3.3% book·0
COF
TRIM -17%·3.0% book·−18
CNC
TRIM -17%·2.2% book·−4
FISV
TRIM -38%·2.1% book·−9
BAC
TRIM -6%·2.0% book·−1
C
TRIM -7%·1.8% book·−6
KR
TRIM -49%·1.1% book·−16
PAYC
TRIM -13%·1.1% book·−14
AMZN
TRIM -31%·0.7% book·−6
RYAAY
TRIM -12%·0.5% book·−13
ORCL
TRIM -26%·0.3% book·−18
AXP
TRIM -9%·0.1% book·−7
GS
TRIM -32%·0.1% book·−13
HLT
TRIM -40%·0.1% book·−19
KKR
TRIM -29%·0.1% book·−13
LPLA
TRIM -31%·0.1% book·−10
CRM
TRIM -76%·0.1% book·−6
BABA
TRIM -42%·0.0% book·+26
BRK.B
TRIM -12%·0.0% book·−2
BKNG
TRIM -60%·0.0% book·−8
CVX
TRIM -15%·0.0% book·−4
DHR
TRIM -85%·0.0% book·−18
ETSY
TRIM -99%·0.0% book·−7
EEM
TRIM -94%·0.0% book·+5
META
TRIM -91%·0.0% book·−2
MCO
TRIM -60%·0.0% book·+14
NFLX
TRIM -13%·0.0% book·−1
SEG
TRIM -37%·0.0% book·−4
SPY
TRIM -95%·0.0% book·−2
THC
TRIM -29%·0.0% book·−10
VTV
TRIM -58%·0.0% book·−3
Exits · 3

Closed positions

LBTYA
EXIT·0.0% book·−7
MO
EXIT·0.0% book·−7
UNH
EXIT·0.0% book·−24
Current top holdings

Bill Nygren’s book, latest snapshot

#TickerWeight
1COF
Capital One Financial
5.2%
2GOOGL
Alphabet Class A
4.9%
3BAC
Bank of America
4.3%
4C
Citigroup
4.0%
5CMCSA
Comcast
3.8%
6NFLX
Netflix
3.6%
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Other quarters for Bill Nygren
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.

Deep dive

Reading for your research

Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.

Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.

Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
See price on Amazon
Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
See price on Amazon
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