Portrait of Bill Nygren

Superinvestor · snapshot Q4 2025

Bill Nygren

Harris Associates (Oakmark Funds)

value

Longtime manager of the Oakmark Select Fund. Contrarian value with a tilt toward mispriced financials and deep-value large caps.

Prism interpretation

Contrarian large-cap value — financials, autos, select media.
Focused — meaningful conviction in a handful of names.

Concentration profile

Positions

6

Top 1

23%

Top 5

88%

Top 10

100%

Effective N

5.7

Holdings · 6

Curated summary

Click any ticker for the full Prism report.

  1. 01
    CCitigroup
    6.1%
  2. 02
    COFCapital One
    5.2%
  3. 03
    GOOGLAlphabet +12 others
    4.8%
  4. 04
    LLYEli Lilly
    4.1%
  5. 05
    CNCCentene
    3.6%
  6. 06
    FIFiserv +1 other
    3.1%

How this book compares

2 of Bill Nygren's holdings also appear in at least one other tracked portfolio. Cross-held names are flagged above with the +N others mark. The full consensus book is available on the Grand Portfolio page.

Tracked alongside 29 other superinvestors.

Source noteIllustrative top-holdings view compiled from 13F-HR filed Feb 2026 for period ending Dec 31, 2025. SEC EDGAR CIK 0000794105. Weights normalised to the top positions surfaced here.

Reporting date: December 31, 2025. 13F filings disclose only US long-equity positions and lag real time by 45 days. Educational use only.