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Bill Nygren · quarter digest

What Bill Nygren did in Q3 2025

Oakmark Funds filed 64 moves in Q3 2025: 10 new, 19 add, 32 trim, 3 exit.

13F filed 2025-11-14. Manager quality score: q7. Philosophy: Concentrated value. Buy good businesses at a discount to intrinsic value.

New positions · 10

Fresh money

NEW·2.2% book·−12

New KKR position — alts.

UNP
NEW·0.6% book·−6
NEW·0.0% book·−17
IBKR
NEW·0.0% book·−11
MSI
NEW·0.0% book·+1
QCOM
NEW·0.0% book·−10
NEW·0.0% book·+8
NEW·0.0% book·−3
TMO
NEW·0.0% book·−23
NEW·0.0% book·−25
Adds · 19

Adding to conviction

ADD +15%·4.0% book·−6

More Citigroup on turnaround.

ADD +10%·3.6% book·−1

Netflix profitability story.

ABNB
ADD +9%·3.0% book·−14
CRM
ADD +135%·2.7% book·−7
KEYS
ADD +33%·2.6% book·+1
EFX
ADD +14%·2.4% book·+5
WTW
ADD +13%·2.4% book·−4
ELV
ADD +39%·1.7% book·−6
ADD +27%·1.4% book·−9
MRK
ADD +8%·1.3% book·−5
MOH
ADD +74%·0.8% book·−2
ZM
ADD +27%·0.8% book·0
STZ
ADD +17%·0.4% book·−4
DHR
ADD +7%·0.0% book·−17
HDB
ADD +192%·0.0% book·−16
ADD +8%·0.0% book·+3
ADD +16%·0.0% book·−8
PG
ADD +10%·0.0% book·−9
WDAY
ADD +8%·0.0% book·−24
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Trims · 32

Taking chips off

TRIM -28%·4.4% book·−26
TRIM -8%·3.3% book·+25
TRIM -10%·3.1% book·−17
TRIM -8%·2.2% book·+1
GM
TRIM -17%·2.1% book·−9
TRIM -7%·1.5% book·−8
PAYC
TRIM -9%·0.6% book·−11
TRIM -13%·0.5% book·−1
CNC
TRIM -55%·0.5% book·−2
ORCL
TRIM -22%·0.4% book·−11
FLUT
TRIM -21%·0.3% book·−5
RYAAY
TRIM -22%·0.3% book·−12
HCA
TRIM -8%·0.2% book·−10
BLK
TRIM -74%·0.1% book·−6
TRIM -35%·0.1% book·−2
TRIM -15%·0.1% book·−17
AMD
TRIM -18%·0.0% book·−24
TRIM -14%·0.0% book·+25
ADP
TRIM -50%·0.0% book·−15
TRIM -16%·0.0% book·+12
TRIM -34%·0.0% book·−4
DEO
TRIM -57%·0.0% book·−16
XOM
TRIM -73%·0.0% book·−7
GS
TRIM -44%·0.0% book·−13
TRIM -53%·0.0% book·−10
IVV
TRIM -13%·0.0% book·−19
KR
TRIM -27%·0.0% book·−13
TRIM -11%·0.0% book·+16
TRIM -10%·0.0% book·+8
PEP
TRIM -15%·0.0% book·−9
SPG
TRIM -13%·0.0% book·−4
VTI
TRIM -61%·0.0% book·−6
Exits · 3

Closed positions

INTU
EXIT·0.0% book·−20
SYK
EXIT·0.0% book·−14
ZTS
EXIT·0.0% book·+1
Current top holdings

Bill Nygren’s book, latest snapshot

#TickerWeight
1COF
Capital One Financial
5.2%
2GOOGL
Alphabet Class A
4.9%
3BAC
Bank of America
4.3%
4C
Citigroup
4.0%
5CMCSA
Comcast
3.8%
6NFLX
Netflix
3.6%
Other quarters for Bill Nygren

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