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Investor profile
Bill Nygren
Oakmark Funds · Portfolio Manager · Net worth: —
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.
"Concentrated value. Buy good businesses at a discount to intrinsic value."
Tracked positions
6
Top concentration
26%
Longest holding
Capital One (since 2007)
Top holdings
| Ticker | Company | % Portfolio |
|---|---|---|
| COF | Capital One Financial 17-year holding. Best-in-class credit underwriting. | 5.2% |
| GOOGL | Alphabet Class A Search franchise at reasonable multiple. | 4.9% |
| BAC | Bank of America Major US bank at book value. | 4.3% |
| C | Citigroup Deep value, management turnaround. | 4.0% |
| CMCSA | Comcast Cable + content, dividend payer. | 3.8% |
| NFLX | Netflix Streaming pivot to profitability. | 3.6% |
Want Bill move-alerts?
One email per 13F filing. Summarizes every new position, exit, and trim.
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Data sourced from Oakmark Funds 13F filings with the SEC. Approximate snapshot. Not investment advice.