Bill Nygren · quarter digest
What Bill Nygren did in Q1 2025
Oakmark Funds filed 50 moves in Q1 2025: 6 new, 10 add, 31 trim, 3 exit.
13F filed 2025-05-15. Manager quality score: q7. Philosophy: Concentrated value. Buy good businesses at a discount to intrinsic value.
New positions · 6
Fresh money
MOH
NEW·0.6% book·−2
STZ
NEW·0.5% book·−4
FLUT
NEW·0.2% book·−5
XOM
NEW·0.0% book·−7
INTC
NEW·0.0% book·+2
WMT
NEW·0.0% book·−7
Adds · 10
Adding to conviction
COP
ADD +25%·3.2% book·−4
KEYS
ADD +53%·2.5% book·+1
ABNB
ADD +86%·2.0% book·−14
EFX
ADD +28%·1.9% book·+5
ELV
ADD +25%·1.7% book·−6
ADD +8%·1.5% book·−2
MRK
ADD +20%·1.1% book·−5
SYF
ADD +97%·1.1% book·0
DAL
ADD +15%·0.8% book·−12
DEO
ADD +6%·0.0% book·−16
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Remove with Pro →Trims · 31
Taking chips off
TRIM -15%·3.3% book·−2
TRIM -17%·3.0% book·−17
CNC
TRIM -17%·2.2% book·−2
TRIM -38%·2.1% book·−9
TRIM -6%·2.0% book·+1
TRIM -7%·1.8% book·−6
KR
TRIM -49%·1.1% book·−13
PAYC
TRIM -13%·1.1% book·−11
TRIM -31%·0.7% book·−8
RYAAY
TRIM -12%·0.5% book·−12
ORCL
TRIM -26%·0.3% book·−11
TRIM -9%·0.1% book·−9
GS
TRIM -32%·0.1% book·−13
TRIM -40%·0.1% book·−17
TRIM -29%·0.1% book·−12
LPLA
TRIM -31%·0.1% book·−10
CRM
TRIM -76%·0.1% book·−7
TRIM -42%·0.0% book·+25
TRIM -12%·0.0% book·−5
BKNG
TRIM -60%·0.0% book·−13
TRIM -15%·0.0% book·−4
DHR
TRIM -85%·0.0% book·−17
EQIX
TRIM -99%·0.0% book·−7
IVV
TRIM -94%·0.0% book·−19
TRIM -91%·0.0% book·+3
TRIM -60%·0.0% book·+16
TRIM -13%·0.0% book·−1
SEA
TRIM -37%·0.0% book·+1
SPG
TRIM -95%·0.0% book·−4
THC
TRIM -29%·0.0% book·−6
VTI
TRIM -58%·0.0% book·−6
Exits · 3
Closed positions
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.