Copy Invest | Sonar Terminal

Bill Nygren - Oakmark Funds

1755 trades · 1600 closed · 155 open · Win rate: 47.6% · Avg return: +32.7% · Median return: 0%

⚠ 47 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
MA - Mastercard Inc.	Q2 2010	$19.95	Open	$538.02	+2,596.44%	Open	History

V - Visa Inc.	Q4 2010	$17.60	Open	$356.02	+1,923.42%	Open	History

UNH - UnitedHealth Group Inc.	Q4 2010	$36.11	Q4 2024	$505.86	+1,300.89%	Closed	History

TXN - Texas Instruments Inc.	Q3 2009	$23.69	Open	$305.55	+1,189.78%	Open	History

MSFT - Microsoft Corp.	Q2 2012	$30.59	Open	$384.93	+1,158.35%	Open	History

SF - Stifel Finl Corp Com	Q1 2007	$1.19	Q4 2008	$13.59	+1,038.91%	Closed	History

2927462Q - 3004 Axa Finl Inc Com	Q3 1999	$55.83	Q3 2000	$582.16	+942.74%	Closed	History

ORCL - Oracle Corp.	Q3 2005	$12.40	Open	$127.94	+931.77%	Open	History

CAT - Caterpillar Inc.	Q4 2013	$90.81	Open	$933.34	+927.79%	Open	History

GOOG - Alphabet Inc.	Q4 2015	$37.94	Open	$357.33	+841.73%	Open	History

JPM - JPMorgan Chase & Co.	Q2 2010	$36.61	Open	$342.89	+836.60%	Open	History

GOOGL - Alphabet Inc.	Q4 2015	$38.90	Open	$359.51	+824.18%	Open	History

GS - The Goldman Sachs Group, Inc.	Q1 2012	$124.37	Open	$1,140.00	+816.62%	Open	History

DOV - Dover Corp.	Q4 2007	$27.18	Open	$214.15	+688.03%	Open	History

DHR - Danaher Corp.	Q3 2001	$7.93	Q1 2015	$57.08	+619.97%	Closed	History

STT - State Street Corp.	Q1 2009	$30.78	Open	$183.65	+496.65%	Open	History

TEL - TE Connectivity plc	Q1 2011	$34.82	Open	$200.98	+477.20%	Open	History

HD - The Home Depot, Inc.	Q4 2008	$23.02	Q4 2015	$132.10	+473.85%	Closed	History

NOVL - Novell Inc Com	Q3 2002	$2.10	Q1 2004	$11.38	+441.90%	Closed	History

ADP - Automatic Data Processing, Inc.	Q2 2012	$48.87	Q4 2025	$257.23	+426.38%	Closed	History

MCO - Moody's Corp.	Q1 2001	$13.78	Q1 2006	$71.45	+418.51%	Closed	History

BNY - The Bank of New York Mellon Cor	Q4 2010	$30.20	Open	$154.50	+411.59%	Open	History

CBRE - CBRE Group, Inc.	Q1 2014	$27.43	Open	$133.13	+385.34%	Open	History

TIF - Tiffany & Co New Com	Q3 2001	$21.65	Q4 2017	$103.96	+380.18%	Closed	History

3517233Q - D Ust Inc	Q3 2000	$14.69	Q4 2008	$69.38	+372.29%	Closed	History

HCA - HCA Healthcare, Inc.	Q1 2016	$78.05	Open	$363.60	+365.86%	Open	History

SNA - Snap-on Inc.	Q4 2004	$34.36	Q2 2015	$159.25	+363.47%	Closed	History

LMIG - Liberty Global Inc Ser A	Q2 2009	$15.89	Q1 2013	$73.36	+361.67%	Closed	History

ITW - Illinois Tool Works Inc.	Q4 2010	$53.40	Q1 2023	$243.45	+355.90%	Closed	History

YUM - Yum! Brands, Inc.	Q2 2002	$10.51	Q3 2012	$47.69	+353.61%	Closed	History

TJX - The TJX Companies, Inc.	Q2 2003	$4.71	Q4 2012	$21.25	+351.17%	Closed	History

AON - Aon plc	Q2 2012	$46.78	Q4 2019	$208.29	+345.25%	Closed	History

MCO - Moody's Corp.	Q1 2017	$112.04	Open	$494.73	+341.57%	Open	History

OCR - Omnicare Inc Com	Q1 2001	$21.45	Q2 2015	$94.25	+339.39%	Closed	History

MU - Micron Technology, Inc.	Q2 1999	$20.28	Q3 2000	$88.06	+334.22%	Closed	History

GD - General Dynamics Corp.	Q1 1999	$32.12	Q4 2014	$137.63	+328.49%	Closed	History

UNP - Union Pacific Corp.	Q4 2009	$31.95	Q4 2017	$134.10	+319.72%	Closed	History

AXP - American Express Co.	Q1 2020	$85.61	Open	$355.06	+314.74%	Open	History

HLT - Hilton Worldwide Holdings Inc.	Q1 2018	$78.76	Open	$325.86	+313.74%	Open	History

META - Meta Platforms, Inc.	Q1 2018	$159.79	Open	$661.04	+313.69%	Open	History

NFLX - Netflix, Inc.	Q3 2017	$18.13	Open	$73.53	+305.46%	Open	History

BAC - Bank of America Corp.	Q4 2009	$15.06	Open	$60.62	+302.52%	Open	History

WFC - Wells Fargo & Co.	Q2 1999	$21.36	Open	$85.29	+299.39%	Open	History

DLPH - Delphi Automotive	Q4 2011	$21.54	Q2 2015	$85.08	+294.99%	Closed	History

CSX - CSX Corp.	Q4 2004	$2.23	Q2 2011	$8.74	+292.57%	Closed	History

NLOK - 2162464 46000 Symantec Corporation	Q1 1999	$16.94	Q4 2001	$66.33	+291.56%	Closed	History

TSCO - Tractor Supply Co.	Q4 2007	$1.80	Q4 2011	$7.02	+290.37%	Closed	History

EBAY - eBay Inc.	Q4 2008	$5.88	Q1 2013	$22.82	+288.40%	Closed	History

IT - Gartner, Inc.	Q2 2018	$132.90	Q3 2024	$506.76	+281.31%	Closed	History

JCI - Johnson Controls International plc	Q4 2017	$38.11	Open	$145.24	+281.11%	Open	History

FDX - FedEx Corp.	Q2 2008	$63.49	Q2 2021	$240.77	+279.24%	Closed	History

SIG - Signet Jewelers Ltd.	Q2 2009	$20.82	Q4 2013	$78.70	+278.00%	Closed	History

COF - Capital One Financial Corp.	Q2 2012	$54.66	Open	$205.29	+275.58%	Open	History

CMCSK - Comcast Special Cl A	Q4 2009	$16.01	Q3 2015	$57.24	+257.53%	Closed	History

PH - Parker-Hannifin Corp.	Q4 2011	$76.25	Q4 2020	$272.41	+257.26%	Closed	History

COP - ConocoPhillips	Q3 2002	$17.62	Q1 2015	$62.26	+253.25%	Closed	History

PM - Philip Morris International Inc.	Q1 2008	$50.54	Open	$175.95	+248.14%	Open	History

DB5 - Dun & Bradstreet 2000	Q1 2001	$23.56	Q4 2010	$82.01	+248.09%	Closed	History

CTRA -	Q3 2001	$1.66	Q4 2005	$5.64	+239.17%	Closed	History

AMAT - Applied Materials, Inc.	Q2 2012	$11.46	Q1 2017	$38.86	+239.09%	Closed	History

GR - Goodrich B F Co Com	Q4 2008	$37.02	Q1 2012	$125.49	+238.98%	Closed	History

ASR - Grupo Aeroportuario del Sureste, S. A. B. de C. V.	Q3 2001	$9.40	Q2 2005	$31.85	+238.83%	Closed	History

CVS - CVS Health Corp.	Q2 2009	$31.87	Open	$106.18	+233.17%	Open	History

XTO - Xto Energy Inc	Q2 2001	$14.35	Q1 2010	$47.18	+228.78%	Closed	History

DIS - The Walt Disney Co.	Q1 2010	$34.91	Q2 2015	$114.13	+226.93%	Closed	History

CMX - Caremark Rx Inc Com	Q3 2002	$17.00	Q4 2006	$55.55	+226.76%	Closed	History

AMAT - Applied Materials, Inc.	Q2 2025	$183.07	Open	$595.70	+225.39%	Open	History

CSL - Carlisle Companies Inc.	Q1 2018	$104.41	Open	$338.35	+224.06%	Open	History

TRW - TRW Automotive Holdings	Q3 2011	$32.73	Q1 2015	$104.84	+220.32%	Closed	History

PETM - Petsmart Inc Com	Q3 2009	$21.75	Q3 2012	$68.92	+216.87%	Closed	History

AMA - Advanced Medical Optics Inc	Q1 2003	$13.45	Q2 2004	$42.57	+216.51%	Closed	History

ROK - Rockwell Automation, Inc.	Q3 2009	$42.60	Q4 2016	$134.40	+215.49%	Closed	History

CMCSA - Comcast Corp.	Q4 2002	$7.36	Open	$23.19	+214.94%	Open	History

BR - Broadridge Financial Solutions, Inc.	Q2 2012	$21.27	Q4 2016	$66.28	+211.61%	Closed	History

BLK - BlackRock, Inc.	Q1 2013	$256.88	Q2 2024	$787.32	+206.49%	Closed	History

NSRGY - Nestlé S.A.	Q2 2003	$20.64	Q1 2012	$62.92	+204.84%	Closed	History

SBUX - Starbucks Corp.	Q1 2001	$5.31	Q4 2010	$16.08	+203.02%	Closed	History

RHDCQ - 7200 R.h. Donnelly	Q1 1999	$15.44	Q1 2004	$46.76	+202.85%	Closed	History

AMGN - Amgen Inc.	Q2 2009	$52.99	Q4 2014	$159.19	+200.42%	Closed	History

ESINQ - 474750 Educational Services I	Q3 1999	$9.75	Q2 2003	$29.27	+200.21%	Closed	History

MMM - 3M Co.	Q3 2002	$45.92	Q1 2015	$137.85	+200.17%	Closed	History

CHX - Championx Corporation	Q2 2020	$9.76	Q4 2023	$29.21	+199.28%	Closed	History

AFL - Aflac Inc.	Q1 2002	$14.75	Q1 2018	$43.76	+196.68%	Closed	History

DISCA - Discovery Communications Cl A	Q4 2008	$14.16	Q4 2010	$41.70	+194.49%	Closed	History

LEA - Lear Corp.	Q1 2012	$46.49	Open	$135.91	+192.34%	Open	History

RAH - D Ralcorp Holdings Inc New	Q3 2000	$12.25	Q2 2004	$35.20	+187.35%	Closed	History

NKE - NIKE, Inc.	Q1 2008	$17.00	Q4 2014	$48.08	+182.79%	Closed	History

ALSN - Allison Transmission Holdings, Inc.	Q1 2021	$40.81	Open	$115.06	+181.94%	Open	History

C - Citigroup Inc.	Q1 2014	$47.60	Open	$133.27	+179.98%	Open	History

RGA - Reinsurance Group of America, Inc.	Q1 2020	$84.14	Open	$234.04	+178.16%	Open	History

AAP - Advance Auto Parts, Inc.	Q2 2012	$68.29	Q3 2015	$189.50	+177.49%	Closed	History

EXPE - Expedia Group, Inc.	Q2 2006	$29.98	Q2 2011	$82.98	+176.78%	Closed	History

WPZ - Weyerhaeuser Co Williams Cos Inc Del Com Williams Partners LP	Q1 2009	$10.51	Q4 2009	$28.89	+174.82%	Closed	History

PENN - PENN Entertainment, Inc.	Q3 2010	$6.69	Q2 2015	$18.33	+173.80%	Closed	History

COL - Rockwell Collins When Issued	Q2 2001	$235.10	Q4 2006	$632.90	+169.20%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q3 2005	$24.06	Q1 2015	$64.48	+168.00%	Closed	History

EBAY - eBay Inc.	Q4 2018	$28.07	Q2 2025	$74.46	+165.27%	Closed	History

KMX - CarMax, Inc.	Q2 2011	$33.07	Q4 2019	$87.70	+165.20%	Closed	History

VAR - Varian Med Sys Inc Com	Q1 2009	$30.44	Q3 2014	$80.12	+163.21%	Closed	History

FL - Foot Locker Inc Com	Q1 2007	$23.55	Q2 2021	$61.75	+162.21%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.