Bill Nygren · quarter digest
What Bill Nygren did in Q1 2026
Oakmark Funds filed 53 moves in Q1 2026: 5 new, 18 add, 22 trim, 8 exit.
13F filed 2026-05-15. Manager quality score: q7. Philosophy: Concentrated value. Buy good businesses at a discount to intrinsic value.
New positions · 5
Fresh money
ACN
NEW·0.8% book·−6
ROP
NEW·0.8% book·+9
ADBE
NEW·0.7% book·−5
CPNG
NEW·0.3% book·+4
WAT
NEW·0.1% book·+3
Adds · 18
Adding to conviction
CRM
ADD +52%·3.7% book·−12
KEYS
ADD +8%·3.3% book·+1
IQV
ADD +8%·2.8% book·−10
WTW
ADD +7%·2.3% book·−6
ELV
ADD +7%·2.0% book·−6
ZM
ADD +6%·1.6% book·−2
ADD +7%·1.3% book·−13
ADD +30200%·1.3% book·−1
SYF
ADD +39%·1.0% book·0
IT
ADD +225%·0.7% book·−8
CNC
ADD +56%·0.6% book·−2
FLUT
ADD +11%·0.2% book·−5
ADD +40%·0.0% book·+25
ADD +6%·0.0% book·+12
ADD +9%·0.0% book·−6
IBKR
ADD +6%·0.0% book·−11
SPG
ADD +53%·0.0% book·−4
WDAY
ADD +104%·0.0% book·−24
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Remove with Pro →Trims · 22
Taking chips off
TRIM -6%·3.2% book·−26
COP
TRIM -27%·3.1% book·−4
MRK
TRIM -12%·2.0% book·−5
DELL
TRIM -8%·1.6% book·−12
TRIM -8%·1.4% book·−11
GM
TRIM -23%·1.3% book·−9
CHTR
TRIM -8%·1.1% book·−22
TRIM -8%·0.3% book·−1
MOH
TRIM -58%·0.2% book·+2
TRIM -7%·0.1% book·−9
HCA
TRIM -13%·0.1% book·−10
RYAAY
TRIM -62%·0.1% book·−12
TRIM -6%·0.0% book·+2
DHR
TRIM -55%·0.0% book·−17
DEO
TRIM -6%·0.0% book·−16
XOM
TRIM -25%·0.0% book·−7
GS
TRIM -13%·0.0% book·−16
TRIM -16%·0.0% book·−17
PEP
TRIM -22%·0.0% book·−9
PG
TRIM -21%·0.0% book·−9
VTI
TRIM -84%·0.0% book·−6
WMT
TRIM -41%·0.0% book·−10
Exits · 8
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.