Bill Nygren · quarter digest
What Bill Nygren did in Q3 2025
Oakmark Funds filed 3 moves in Q3 2025: 1 new, 2 add, 0 trim, 0 exit.
13F filed 2025-11-14. Manager quality score: q7. Philosophy: Concentrated value. Buy good businesses at a discount to intrinsic value.
New positions · 1
Fresh money
NEW·2.2% book·+9
“New KKR position — alts.”
Adds · 2
Adding to conviction
HoldLens Pro · Founders pricing
Email alerts + conviction scores + alpha attribution
$14/mo · cancel anytime · lock in for life
See pricing →
Current top holdings
Bill Nygren’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.