Bill Nygren · quarter digest
What Bill Nygren did in Q4 2024
Oakmark Funds filed 50 moves in Q4 2024: 5 new, 13 add, 30 trim, 2 exit.
13F filed 2025-02-14. Manager quality score: q7. Philosophy: Concentrated value. Buy good businesses at a discount to intrinsic value.
New positions · 5
Fresh money
Adds · 13
Adding to conviction
IQV
ADD +11%·2.9% book·−12
COP
ADD +10%·1.9% book·−4
EFX
ADD +97%·1.2% book·+5
KEYS
ADD +2555%·1.2% book·+1
ADD +6%·1.1% book·−3
GPN
ADD +6%·0.8% book·−6
MRK
ADD +112%·0.8% book·−5
ADD +13%·0.0% book·−4
IVV
ADD +936%·0.0% book·−19
ADD +18%·0.0% book·−11
ADD +6%·0.0% book·+7
SPG
ADD +652%·0.0% book·−3
VTI
ADD +346%·0.0% book·−6
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Remove with Pro →Trims · 30
Taking chips off
TRIM -6%·4.1% book·−27
TRIM -18%·2.8% book·−18
TRIM -34%·2.4% book·−9
GM
TRIM -7%·2.1% book·−9
CHTR
TRIM -15%·2.0% book·−27
TRIM -15%·1.7% book·0
KR
TRIM -14%·1.6% book·−13
TRIM -12%·0.9% book·−6
PAYC
TRIM -14%·0.9% book·−15
DAL
TRIM -22%·0.8% book·−11
CRM
TRIM -74%·0.6% book·−8
RYAAY
TRIM -30%·0.4% book·−13
ORCL
TRIM -12%·0.3% book·−12
TRIM -18%·0.2% book·−10
TRIM -17%·0.1% book·−7
EQIX
TRIM -9%·0.1% book·−5
GS
TRIM -77%·0.1% book·−13
TRIM -11%·0.1% book·−13
TRIM -19%·0.1% book·−9
LPLA
TRIM -8%·0.1% book·−10
ATVI
TRIM -100%·0.0% book·−7
ADP
TRIM -41%·0.0% book·−13
TRIM -17%·0.0% book·−1
BKNG
TRIM -6%·0.0% book·−10
DHR
TRIM -89%·0.0% book·−16
TRIM -67%·0.0% book·+14
SEA
TRIM -9%·0.0% book·+1
THC
TRIM -13%·0.0% book·−7
TRIM -10%·0.0% book·−24
WDAY
TRIM -6%·0.0% book·−28
Exits · 2
Closed positions
AFRM
EXIT·0.0% book·−9
IT
EXIT·0.0% book·−8
Current top holdings
Bill Nygren’s book, latest snapshot
Other quarters for Bill Nygren
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.