Bill Nygren · quarter digest
What Bill Nygren did in Q3 2024
Oakmark Funds filed 41 moves in Q3 2024: 5 new, 11 add, 24 trim, 1 exit.
13F filed 2024-11-14. Manager quality score: q7. Philosophy: Concentrated value. Buy good businesses at a discount to intrinsic value.
New positions · 5
Fresh money
Adds · 11
Adding to conviction
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Remove with Pro →Trims · 24
Taking chips off
TRIM -7%·3.2% book·−9
TRIM -11%·2.8% book·−2
CHTR
TRIM -19%·2.2% book·−27
GM
TRIM -6%·1.9% book·−9
TRIM -14%·1.8% book·+1
KR
TRIM -6%·1.7% book·−13
WTW
TRIM -8%·1.4% book·−4
TRIM -11%·0.9% book·−8
EFX
TRIM -20%·0.7% book·+5
ORCL
TRIM -26%·0.4% book·−11
ATVI
TRIM -66%·0.3% book·−7
GS
TRIM -33%·0.3% book·−13
AFRM
TRIM -41%·0.2% book·−9
HCA
TRIM -13%·0.2% book·−10
TRIM -30%·0.2% book·−8
TRIM -62%·0.1% book·−9
EQIX
TRIM -21%·0.1% book·−7
TRIM -14%·0.1% book·−17
TRIM -32%·0.1% book·−12
ADP
TRIM -12%·0.0% book·−15
TRIM -9%·0.0% book·−5
IT
TRIM -73%·0.0% book·−8
TRIM -92%·0.0% book·+16
WDAY
TRIM -7%·0.0% book·−24
Exits · 1
Closed positions
ABBV
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.