{
  "data": {
    "slug": "bill-nygren",
    "name": "Bill Nygren",
    "fund": "Oakmark Funds",
    "role": "Portfolio Manager",
    "philosophy": "Concentrated value. Buy good businesses at a discount to intrinsic value.",
    "bio": "Manager of the Oakmark Select Fund for 25+ years. Quiet, disciplined, famously patient. One of the most respected value managers who isn't a household name.",
    "longest_holding": "Capital One (since 2007)",
    "quality_score": 7,
    "cagr_10y": 10.9,
    "holdings": [
      {
        "ticker": "COF",
        "name": "Capital One Financial",
        "pct": 5.2,
        "shares_mn": 2.3,
        "thesis": "17-year holding. Best-in-class credit underwriting."
      },
      {
        "ticker": "GOOGL",
        "name": "Alphabet Class A",
        "pct": 4.9,
        "shares_mn": 0.5,
        "thesis": "Search franchise at reasonable multiple."
      },
      {
        "ticker": "BAC",
        "name": "Bank of America",
        "pct": 4.3,
        "shares_mn": 4.8,
        "thesis": "Major US bank at book value."
      },
      {
        "ticker": "C",
        "name": "Citigroup",
        "pct": 4,
        "shares_mn": 3.1,
        "thesis": "Deep value, management turnaround."
      },
      {
        "ticker": "CMCSA",
        "name": "Comcast",
        "pct": 3.8,
        "shares_mn": 4.2,
        "thesis": "Cable + content, dividend payer."
      },
      {
        "ticker": "NFLX",
        "name": "Netflix",
        "pct": 3.6,
        "shares_mn": 0.3,
        "thesis": "Streaming pivot to profitability."
      }
    ],
    "recent_moves": [
      {
        "quarter": "2025-Q4",
        "ticker": "NFLX",
        "action": "add",
        "delta_pct": 12,
        "portfolio_impact_pct": 4
      },
      {
        "quarter": "2025-Q4",
        "ticker": "KKR",
        "action": "add",
        "delta_pct": 20,
        "portfolio_impact_pct": 2.7
      },
      {
        "quarter": "2025-Q3",
        "ticker": "NFLX",
        "action": "add",
        "delta_pct": 10,
        "portfolio_impact_pct": 3.6
      },
      {
        "quarter": "2025-Q3",
        "ticker": "C",
        "action": "add",
        "delta_pct": 15,
        "portfolio_impact_pct": 4
      },
      {
        "quarter": "2025-Q3",
        "ticker": "KKR",
        "action": "new",
        "delta_pct": null,
        "portfolio_impact_pct": 2.2
      },
      {
        "quarter": "2025-Q2",
        "ticker": "NFLX",
        "action": "add",
        "delta_pct": 8,
        "portfolio_impact_pct": 3.4
      },
      {
        "quarter": "2025-Q2",
        "ticker": "C",
        "action": "add",
        "delta_pct": 10,
        "portfolio_impact_pct": 3.7
      },
      {
        "quarter": "2026-Q1",
        "ticker": "CRM",
        "action": "add",
        "delta_pct": 52,
        "portfolio_impact_pct": 3.7
      },
      {
        "quarter": "2026-Q1",
        "ticker": "KEYS",
        "action": "add",
        "delta_pct": 8,
        "portfolio_impact_pct": 3.3
      },
      {
        "quarter": "2026-Q1",
        "ticker": "GOOGL",
        "action": "trim",
        "delta_pct": -6,
        "portfolio_impact_pct": 3.2
      },
      {
        "quarter": "2026-Q1",
        "ticker": "COP",
        "action": "trim",
        "delta_pct": -27,
        "portfolio_impact_pct": 3.1
      },
      {
        "quarter": "2026-Q1",
        "ticker": "IQV",
        "action": "add",
        "delta_pct": 8,
        "portfolio_impact_pct": 2.8
      },
      {
        "quarter": "2026-Q1",
        "ticker": "WTW",
        "action": "add",
        "delta_pct": 7,
        "portfolio_impact_pct": 2.3
      },
      {
        "quarter": "2026-Q1",
        "ticker": "ELV",
        "action": "add",
        "delta_pct": 7,
        "portfolio_impact_pct": 2
      },
      {
        "quarter": "2026-Q1",
        "ticker": "MRK",
        "action": "trim",
        "delta_pct": -12,
        "portfolio_impact_pct": 2
      },
      {
        "quarter": "2026-Q1",
        "ticker": "DAL",
        "action": "trim",
        "delta_pct": -8,
        "portfolio_impact_pct": 1.6
      },
      {
        "quarter": "2026-Q1",
        "ticker": "ZM",
        "action": "add",
        "delta_pct": 6,
        "portfolio_impact_pct": 1.6
      },
      {
        "quarter": "2026-Q1",
        "ticker": "C",
        "action": "trim",
        "delta_pct": -8,
        "portfolio_impact_pct": 1.4
      },
      {
        "quarter": "2026-Q1",
        "ticker": "AMZN",
        "action": "add",
        "delta_pct": 7,
        "portfolio_impact_pct": 1.3
      },
      {
        "quarter": "2026-Q1",
        "ticker": "GM",
        "action": "trim",
        "delta_pct": -23,
        "portfolio_impact_pct": 1.3
      },
      {
        "quarter": "2026-Q1",
        "ticker": "NFLX",
        "action": "add",
        "delta_pct": 30200,
        "portfolio_impact_pct": 1.3
      },
      {
        "quarter": "2026-Q1",
        "ticker": "CHTR",
        "action": "trim",
        "delta_pct": -8,
        "portfolio_impact_pct": 1.1
      },
      {
        "quarter": "2026-Q1",
        "ticker": "SYF",
        "action": "add",
        "delta_pct": 39,
        "portfolio_impact_pct": 1
      },
      {
        "quarter": "2026-Q1",
        "ticker": "ACN",
        "action": "new",
        "delta_pct": 100,
        "portfolio_impact_pct": 0.8
      },
      {
        "quarter": "2026-Q1",
        "ticker": "ROP",
        "action": "new",
        "delta_pct": 100,
        "portfolio_impact_pct": 0.8
      },
      {
        "quarter": "2026-Q1",
        "ticker": "ADBE",
        "action": "new",
        "delta_pct": 100,
        "portfolio_impact_pct": 0.7
      },
      {
        "quarter": "2026-Q1",
        "ticker": "IT",
        "action": "add",
        "delta_pct": 225,
        "portfolio_impact_pct": 0.7
      },
      {
        "quarter": "2026-Q1",
        "ticker": "CNC",
        "action": "add",
        "delta_pct": 56,
        "portfolio_impact_pct": 0.6
      },
      {
        "quarter": "2026-Q1",
        "ticker": "GOOG",
        "action": "trim",
        "delta_pct": -8,
        "portfolio_impact_pct": 0.3
      },
      {
        "quarter": "2026-Q1",
        "ticker": "CPNG",
        "action": "new",
        "delta_pct": 100,
        "portfolio_impact_pct": 0.3
      },
      {
        "quarter": "2026-Q1",
        "ticker": "FLUT",
        "action": "add",
        "delta_pct": 11,
        "portfolio_impact_pct": 0.2
      },
      {
        "quarter": "2026-Q1",
        "ticker": "MOH",
        "action": "trim",
        "delta_pct": -58,
        "portfolio_impact_pct": 0.2
      },
      {
        "quarter": "2026-Q1",
        "ticker": "AXP",
        "action": "trim",
        "delta_pct": -7,
        "portfolio_impact_pct": 0.1
      },
      {
        "quarter": "2026-Q1",
        "ticker": "HCA",
        "action": "trim",
        "delta_pct": -13,
        "portfolio_impact_pct": 0.1
      },
      {
        "quarter": "2026-Q1",
        "ticker": "RYAAY",
        "action": "trim",
        "delta_pct": -62,
        "portfolio_impact_pct": 0.1
      },
      {
        "quarter": "2026-Q1",
        "ticker": "WAT",
        "action": "new",
        "delta_pct": 100,
        "portfolio_impact_pct": 0.1
      },
      {
        "quarter": "2026-Q1",
        "ticker": "BABA",
        "action": "add",
        "delta_pct": 40,
        "portfolio_impact_pct": 0
      },
      {
        "quarter": "2026-Q1",
        "ticker": "BN",
        "action": "add",
        "delta_pct": 6,
        "portfolio_impact_pct": 0
      },
      {
        "quarter": "2026-Q1",
        "ticker": "CVS",
        "action": "trim",
        "delta_pct": -6,
        "portfolio_impact_pct": 0
      },
      {
        "quarter": "2026-Q1",
        "ticker": "DHR",
        "action": "trim",
        "delta_pct": -55,
        "portfolio_impact_pct": 0
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      {
        "quarter": "2026-Q1",
        "ticker": "DEO",
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        "delta_pct": -6,
        "portfolio_impact_pct": 0
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        "quarter": "2026-Q1",
        "ticker": "LLY",
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        "delta_pct": 9,
        "portfolio_impact_pct": 0
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        "quarter": "2026-Q1",
        "ticker": "XOM",
        "action": "trim",
        "delta_pct": -25,
        "portfolio_impact_pct": 0
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        "quarter": "2026-Q1",
        "ticker": "GS",
        "action": "trim",
        "delta_pct": -13,
        "portfolio_impact_pct": 0
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        "quarter": "2026-Q1",
        "ticker": "HLT",
        "action": "trim",
        "delta_pct": -16,
        "portfolio_impact_pct": 0
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        "quarter": "2026-Q1",
        "ticker": "IBKR",
        "action": "add",
        "delta_pct": 6,
        "portfolio_impact_pct": 0
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        "quarter": "2026-Q1",
        "ticker": "PEP",
        "action": "trim",
        "delta_pct": -22,
        "portfolio_impact_pct": 0
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        "quarter": "2026-Q1",
        "ticker": "PG",
        "action": "trim",
        "delta_pct": -21,
        "portfolio_impact_pct": 0
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        "quarter": "2026-Q1",
        "ticker": "SPG",
        "action": "add",
        "delta_pct": 53,
        "portfolio_impact_pct": 0
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      {
        "quarter": "2026-Q1",
        "ticker": "VTI",
        "action": "trim",
        "delta_pct": -84,
        "portfolio_impact_pct": 0
      }
    ]
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  "meta": {
    "generated_at": "2026-05-22T11:08:52.097Z",
    "quarter": "2026-Q1",
    "quarter_label": "Q1 2026",
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