Bill Nygren · quarter digest
What Bill Nygren did in Q2 2026
Oakmark Funds filed 50 moves in Q2 2026: 4 new, 24 add, 20 trim, 2 exit.
13F filed 2026-08-14. Manager quality score: q7. Philosophy: Concentrated value. Buy good businesses at a discount to intrinsic value.
New positions · 4
Fresh money
Adds · 24
Adding to conviction
CRM
ADD +8%·3.4% book·−6
ADD +11%·3.1% book·−18
ADD +11%·3.0% book·+25
ADD +10%·2.9% book·0
SYY
ADD +48%·1.8% book·−1
ADD +22%·1.7% book·−1
FISV
ADD +7%·1.4% book·−9
AER
ADD +9%·1.2% book·−8
GPN
ADD +9%·1.2% book·−6
ADD +12%·1.0% book·−1
ADD +118%·0.9% book·+2
ROP
ADD +14%·0.9% book·+8
ACN
ADD +69%·0.8% book·−6
ADBE
ADD +23%·0.8% book·−11
CPNG
ADD +43%·0.3% book·−1
ADD +15%·0.0% book·+26
IJK
ADD +23%·0.0% book·−3
ADD +7%·0.0% book·−4
ADD +915%·0.0% book·−17
PEP
ADD +21%·0.0% book·−10
ADD +19%·0.0% book·−20
VOT
ADD +107%·0.0% book·−6
WMT
ADD +42%·0.0% book·−9
WDAY
ADD +1552%·0.0% book·−36
Trims · 20
Taking chips off
TRIM -25%·3.0% book·−27
COP
TRIM -13%·2.1% book·−4
TRIM -6%·1.6% book·−6
CNC
TRIM -21%·0.9% book·−4
IT
TRIM -9%·0.5% book·−8
TRIM -73%·0.2% book·−3
BLK
TRIM -18%·0.1% book·−7
COST
TRIM -15%·0.1% book·−9
ORCL
TRIM -12%·0.1% book·−18
RYAAY
TRIM -7%·0.1% book·−13
ABBV
TRIM -10%·0.0% book·−7
AMAT
TRIM -12%·0.0% book·−2
CHTR
TRIM -98%·0.0% book·−25
TRIM -32%·0.0% book·0
DEO
TRIM -12%·0.0% book·−16
TRIM -11%·0.0% book·−19
IDXX
TRIM -6%·0.0% book·−10
TRIM -7%·0.0% book·−13
SPY
TRIM -72%·0.0% book·−2
WAT
TRIM -94%·0.0% book·+2
Exits · 2
Closed positions
FLUT
EXIT·0.0% book·−7
XOM
EXIT·0.0% book·−7
Current top holdings
Bill Nygren’s book, latest snapshot
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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.
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