Bill Nygren · quarter digest

What Bill Nygren did in Q4 2024

Oakmark Funds filed 0 moves in Q4 2024: 0 new, 0 add, 0 trim, 0 exit.

13F filed 2025-02-14. Manager quality score: q7. Philosophy: Concentrated value. Buy good businesses at a discount to intrinsic value.

No moves recorded for Bill Nygren in Q4 2024. Either the archive doesn’t cover this filing, or the manager was inactive this quarter.

Current top holdings

Bill Nygren’s book, latest snapshot

#	Ticker	Weight	Conviction
1	COF Capital One Financial	5.2%	−6
2	GOOGL Alphabet Class A	4.9%	−9
3	BAC Bank of America	4.3%	+14
4	C Citigroup	4.0%	−2
5	CMCSA Comcast	3.8%	+1
6	NFLX Netflix	3.6%	+6

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