Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
Bill Nygren
Bill Nygren (Harris Associates L.P. / Oakmark Funds): Laut dem letzten 13F-Filing (Stand 30.06.2026) umfasst das Depot 161 Positionen mit einem Gesamtwert von $75,4 Mrd. Wertentwicklung: 1 Jahr +14,98 %, 3 Jahre +65,15 %, 5 Jahre +31,98 %.
Bill Nygren
Harris Associates L.P. / Oakmark Funds
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $75,4 Mrd.
Größte Position Keurig Dr Pepper Inc
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +14,98 %
Gesamtrendite · 3 Jahre +65,15 %
Gesamtrendite · 5 Jahre +31,98 %
161 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 ADBEAdobe Inc | 0,77% | $580.015.087 | 2.829.066 | BUY Q2 · 2026+23,3% · 535 Tsd. Stk. | ← | $248,92 | |
 SYFSynchrony Finl | 0,75% | $566.293.784 | 7.446.335 | BUY Q2 · 2026+59,8% · 2,8 Mio. Stk. | ← | $75,04 | |
 LADLithia Mtrs Inc | 0,74% | $556.383.921 | 1.915.329 | SOLD Q2 · 2026-2,1% · 41 Tsd. Stk. | ← | $316,27 | |
 RJFRaymond James Finl Inc | 0,74% | $561.566.476 | 3.693.787 | BUY Q2 · 2026+7,8% · 268 Tsd. Stk. | ← | $164,75 | |
N/A CRLCharles Riv Labs Intl Inc | 0,67% | $508.269.048 | 2.241.144 | BUY Q2 · 2026+4,1% · 88 Tsd. Stk. | ← | $278,06 | |
 STZConstellation Brands Inc | 0,57% | $430.769.525 | 3.097.056 | SOLD Q2 · 2026-4,2% · 136 Tsd. Stk. | ← | $118,97 | |
 GPCGenuine Parts Co | 0,57% | $431.066.428 | 3.653.725 | SOLD Q2 · 2026-7,1% · 280 Tsd. Stk. | ← | $128,08 | |
N/A PAYCPaycom Software Inc | 0,57% | $426.991.013 | 3.397.446 | BUY Q2 · 2026+4,3% · 140 Tsd. Stk. | ← | $226,28 | |
 FBINFortune Brands Innovations I | 0,56% | $418.877.059 | 7.629.819 | BUY Q2 · 2026+3,4% · 251 Tsd. Stk. | ← | $39,40 | |
 EQHEquitable Hldgs Inc | 0,55% | $416.378.933 | 9.489.037 | BUY Q2 · 2026+33.495,5% · 9,5 Mio. Stk. | ← | $53,95 | |
N/A ITGartner Inc | 0,49% | $369.002.086 | 2.846.799 | SOLD Q2 · 2026-9,2% · 289 Tsd. Stk. | ← | $185,78 | |
 BDXBecton Dickinson & Co | 0,47% | $355.771.231 | 2.350.963 | BUY Q2 · 2026+5,8% · 129 Tsd. Stk. | ← | $180,94 | |
 ACNAccenture Plc Ireland | 0,45% | $343.120.126 | 2.757.314 | SOLD Q2 · 2026-4,7% · 135 Tsd. Stk. | ← | $181,29 | |
 MDLZMondelez Intl Inc | 0,42% | $319.307.802 | 5.520.536 | SOLD Q2 · 2026-2,0% · 111 Tsd. Stk. | ← | $60,85 | |
 PSXPhillips 66 | 0,39% | $297.171.474 | 1.757.891 | SOLD Q2 · 2026-80,8% · 7,4 Mio. Stk. | ← | $273,13 | |
 BKNGBooking Holdings Inc | 0,37% | $277.609.306 | 1.557.503 | NEW Q2 · 20261,6 Mio. Stk. | ← | $167,90 | |
 CPNGCoupang Inc | 0,33% | $248.335.816 | 14.296.823 | BUY Q2 · 2026+43,2% · 4,3 Mio. Stk. | ← | $14,29 | |
 VVisa Inc | 0,32% | $244.163.086 | 711.659 | SOLD Q2 · 2026-0,8% · 6 Tsd. Stk. | ← | $368,29 | |
 MOHMolina Healthcare Inc | 0,29% | $218.980.250 | 957.500 | SOLD Q2 · 2026-2,1% · 21 Tsd. Stk. | ← | $200,79 | |
 DEDeere & Co | 0,26% | $198.566.857 | 313.034 | SOLD Q2 · 2026-39,6% · 205 Tsd. Stk. | ← | $683,99 | |
 FMXFomento Economico Mexicano S | 0,26% | $197.168.594 | 1.541.584 | SOLD Q2 · 2026-31,3% · 702 Tsd. Stk. | ← | $118,72 | |
 CMCSAComcast Corp New | 0,23% | $176.108.542 | 7.173.464 | SOLD Q2 · 2026-72,9% · 19,3 Mio. Stk. | ← | $22,74 | |
 OCOwens Corning New | 0,23% | $174.143.382 | 1.095.517 | BUY Q2 · 2026+19,7% · 180 Tsd. Stk. | ← | $123,90 | |
 BCBrunswick Corp | 0,21% | $161.184.479 | 1.913.396 | SOLD Q2 · 2026-14,3% · 320 Tsd. Stk. | ← | $67,55 | |
 HLNHaleon Plc | 0,21% | $157.054.241 | 16.833.252 | BUY Q2 · 2026+12,0% · 1,8 Mio. Stk. | ← | $9,28 | |
 ABMAbm Inds Inc | 0,17% | $128.840.462 | 2.912.307 | BUY Q2 · 2026+1,0% · 30 Tsd. Stk. | ← | $49,77 | |
 WBDWarner Bros Discovery Inc | 0,17% | $128.053.152 | 4.803.194 | SOLD Q2 · 2026-85,4% · 28,1 Mio. Stk. | ← | $27,80 | |
 MTNVail Resorts Inc | 0,14% | $104.071.018 | 764.385 | BUY Q2 · 2026+2,5% · 19 Tsd. Stk. | ← | $139,80 | |
 ORCLOracle Corp | 0,13% | $95.386.317 | 650.879 | SOLD Q2 · 2026-12,1% · 90 Tsd. Stk. | ← | $147,61 | |
N/A LBRDKNLiberty Broadband Corp | 0,12% | $87.767.565 | 2.638.832 | SOLD Q2 · 2026-34,5% · 1,4 Mio. Stk. | ← | – | |
 NVSTEnvista Holdings Corporation | 0,10% | $72.641.179 | 2.756.781 | SOLD Q2 · 2026-15,5% · 505 Tsd. Stk. | ← | $23,35 | |
 AXPAmerican Express Co | 0,09% | $68.817.897 | 203.453 | SOLD Q2 · 2026-0,1% · 253 Stk. | ← | $311,56 | |
 THOThor Inds Inc | 0,09% | $69.443.330 | 923.940 | SOLD Q2 · 2026-4,0% · 39 Tsd. Stk. | ← | $67,77 | |
 HCAHca Healthcare Inc | 0,08% | $60.080.879 | 154.097 | SOLD Q2 · 2026-2,6% · 4 Tsd. Stk. | ← | $427,71 | |
 MPCMarathon Pete Corp | 0,08% | $58.551.242 | 229.011 | SOLD Q2 · 2026-91,8% · 2,6 Mio. Stk. | ← | $424,89 | |
N/A COOCooper Cos Inc | 0,07% | $54.967.149 | 766.520 | NEW Q2 · 2026767 Tsd. Stk. | – | $55,29 | |
 MAMastercard Incorporated | 0,07% | $51.870.163 | 100.993 | SOLD Q2 · 2026-14,9% · 18 Tsd. Stk. | ← | $565,24 | |
 RYAAYRyanair Holdings Plc | 0,07% | $51.187.724 | 790.544 | SOLD Q2 · 2026-6,6% · 56 Tsd. Stk. | ← | $53,51 | |
 ALSNAllison Transmission Hldgs I | 0,06% | $45.407.388 | 402.762 | SOLD Q2 · 2026-24,3% · 129 Tsd. Stk. | ← | $117,10 | |
 BLKBlackrock Inc | 0,06% | $42.861.537 | 44.575 | SOLD Q2 · 2026-18,3% · 10 Tsd. Stk. | ← | $1.069,78 | |
N/A WMGWarner Music Group Corp | 0,06% | $43.610.582 | 1.611.030 | BUY Q2 · 2026+0,0% · 105 Stk. | ← | $28,02 | |
 WENWendys Co | 0,06% | $46.317.366 | 5.587.137 | SOLD Q2 · 2026-5,8% · 343 Tsd. Stk. | ← | $6,74 | |
 AAPLApple Inc | 0,05% | $37.994.415 | 131.305 | SOLD Q2 · 2026-0,2% · 236 Stk. | ← | $336,13 | |
 CVSCvs Health Corp | 0,05% | $34.740.269 | 335.817 | SOLD Q2 · 2026-32,0% · 158 Tsd. Stk. | ← | $88,84 | |
 CIGIColliers Intl Group Inc | 0,04% | $33.205.190 | 354.200 | BUY Q2 · 2026+13,1% · 41 Tsd. Stk. | ← | $89,61 | |
 EOGEog Res Inc | 0,04% | $31.759.087 | 244.809 | SOLD Q2 · 2026-94,1% · 3,9 Mio. Stk. | ← | $144,23 | |
N/A ZGNErmenegildo Zegna N V | 0,04% | $31.712.814 | 2.435.700 | SOLD Q2 · 2026-16,4% · 476 Tsd. Stk. | ← | $12,29 | |
 GSGoldman Sachs Group Inc | 0,04% | $27.527.469 | 27.218 | SOLD Q2 · 2026-5,0% · 1 Tsd. Stk. | ← | $942,00 | |
 HLTHilton Worldwide Hldgs Inc | 0,04% | $28.187.908 | 85.299 | SOLD Q2 · 2026-10,8% · 10 Tsd. Stk. | ← | $305,73 | |
 KKRKkr & Co Inc | 0,04% | $31.569.934 | 343.974 | SOLD Q2 · 2026-7,0% · 26 Tsd. Stk. | ← | $98,81 |
