Bill Nygren · quarter digest

What Bill Nygren did in Q1 2026

Oakmark Funds filed 53 moves in Q1 2026: 5 new, 18 add, 22 trim, 8 exit.

13F filed 2026-05-15. Manager quality score: q7. Philosophy: Concentrated value. Buy good businesses at a discount to intrinsic value.

← Q4 2025 Q1 2026 · fleet digest Q2 2026 →

New positions · 5

Fresh money

ACN

NEW·0.8% book·−6

ROP

NEW·0.8% book·+8

ADBE

NEW·0.7% book·−11

CPNG

NEW·0.3% book·−1

WAT

NEW·0.1% book·+2

Adds · 18

Adding to conviction

CRM

ADD +52%·3.7% book·−6

KDP

ADD +8%·3.3% book·0

IQV

ADD +8%·2.8% book·−13

WTW

ADD +7%·2.3% book·−6

ELV

ADD +7%·2.0% book·−7

ZBH

ADD +6%·1.6% book·−1

AMZN

ADD +7%·1.3% book·−6

NFLX

ADD +30200%·1.3% book·−1

SYY

ADD +39%·1.0% book·−1

ADD +225%·0.7% book·−8

CNC

ADD +56%·0.6% book·−4

FLUT

ADD +11%·0.2% book·−7

BABA

ADD +40%·0.0% book·+26

AVGO

ADD +6%·0.0% book·−12

LLY

ADD +9%·0.0% book·−6

IDXX

ADD +6%·0.0% book·−10

SPY

ADD +53%·0.0% book·−2

WDAY

ADD +104%·0.0% book·−36

Trims · 22

Taking chips off

GOOGL

TRIM -6%·3.2% book·−27

COP

TRIM -27%·3.1% book·−4

MRK

TRIM -12%·2.0% book·−5

DAL

TRIM -8%·1.6% book·−11

TRIM -8%·1.4% book·−6

TRIM -23%·1.3% book·−9

CHTR

TRIM -8%·1.1% book·−25

GOOG

TRIM -8%·0.3% book·+2

MOH

TRIM -58%·0.2% book·−1

AXP

TRIM -7%·0.1% book·−7

HCA

TRIM -13%·0.1% book·−10

RYAAY

TRIM -62%·0.1% book·−13

CVS

TRIM -6%·0.0% book·0

DHR

TRIM -55%·0.0% book·−18

DEO

TRIM -6%·0.0% book·−16

XOM

TRIM -25%·0.0% book·−7

TRIM -13%·0.0% book·−13

HLT

TRIM -16%·0.0% book·−19

PEP

TRIM -22%·0.0% book·−10

TRIM -21%·0.0% book·−9

VOT

TRIM -84%·0.0% book·−6

WMT

TRIM -41%·0.0% book·−9

Exits · 8

Closed positions

ABT

EXIT·0.0% book·−20

AMD

EXIT·0.0% book·−23

ADP

EXIT·0.0% book·−14

HDB

EXIT·0.0% book·−17

HHH

EXIT·0.0% book·−9

EXIT·0.0% book·−16

TMO

EXIT·0.0% book·−23

UNH

EXIT·0.0% book·−24

Current top holdings

Bill Nygren’s book, latest snapshot

#	Ticker	Weight	Conviction
1	COF Capital One Financial	5.2%	−18
2	GOOGL Alphabet Class A	4.9%	−27
3	BAC Bank of America	4.3%	−1
4	C Citigroup	4.0%	−6
5	CMCSA Comcast	3.8%	−3
6	NFLX Netflix	3.6%	−1

Other quarters for Bill Nygren

Q2 2026Q1 2026Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024

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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.

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