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
AXP - American Express Co.	Q3 2007	$59.37	Q3 2007	$59.37	+0.00%	Closed	History

AZN - AstraZeneca PLC	Q4 2025	$183.86	Q4 2025	$183.86	+0.00%	Closed	History

BAC - Bank of America Corp.	Q3 2003	$39.02	Q3 2003	$39.02	+0.00%	Closed	History

BBBYQ - Bed Bath & Beyond Inc	Q4 2013	$80.25	Q4 2013	$80.25	+0.00%	Closed	History

BCR - Bard C R Inc Com	Q2 2001	$56.95	Q2 2001	$56.95	+0.00%	Closed	History

BECN - Beacon Roofing Supply Inc	Q4 2024	$101.58	Q4 2024	$101.58	+0.00%	Closed	History

BF.A - Brown-Forman CL A	Q2 2012	$18.92	Q2 2012	$18.92	+0.00%	Closed	History

BGPTQ - Bearingpoint Inc Com	Q4 2008	$1.35	Q4 2008	$1.35	+0.00%	Closed	History

BHI - Baker Hughes	Q4 2010	$57.21	Q4 2010	$57.21	+0.00%	Closed	History

BIVV - Bioverativ Inc	Q4 2017	$53.93	Q4 2017	$53.93	+0.00%	Closed	History

BKI - Black Knight Inc	Q4 2017	$44.15	Q4 2017	$44.15	+0.00%	Closed	History

BLS - Bellsouth Corp	Q4 2001	$38.22	Q4 2001	$38.22	+0.00%	Closed	History

BLS - Bellsouth Corp	Q4 2006	$47.16	Q4 2006	$47.16	+0.00%	Closed	History

BLX - 14993 Banco Latinoam De Expo	Q3 1999	$25.82	Q3 1999	$25.82	+0.00%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q1 2025	$60.99	Q1 2025	$60.99	+0.00%	Closed	History

BNY - The Bank of New York Mellon Cor	Q3 2007	$44.14	Q3 2007	$44.14	+0.00%	Closed	History

BNY - The Bank of New York Mellon Cor	Q4 2008	$28.33	Q4 2008	$28.33	+0.00%	Closed	History

BP - BP p.l.c.	Q4 2013	$48.52	Q4 2013	$48.52	+0.00%	Closed	History

BP - BP p.l.c.	Q2 2014	$52.86	Q2 2014	$52.86	+0.00%	Closed	History

BRBR - BellRing Brands, Inc.	Q1 2022	$23.08	Q1 2022	$23.08	+0.00%	Closed	History

BTX - Blackrock Tech And Private E	Q2 2025	$7.34	Q2 2025	$7.34	+0.00%	Closed	History

C - Citigroup Inc.	Q3 2006	$496.70	Q3 2006	$496.70	+0.00%	Closed	History

C - Citigroup Inc.	Q1 2007	$513.40	Q1 2007	$513.40	+0.00%	Closed	History

CAT - Caterpillar Inc.	Q1 2009	$27.96	Q1 2009	$27.96	+0.00%	Closed	History

CCL - Carnival Corp. Ltd.	Q1 2007	$46.86	Q1 2007	$46.86	+0.00%	Closed	History

CCL - Carnival Corp. Ltd.	Q3 2007	$48.43	Q3 2007	$48.43	+0.00%	Closed	History

CCL - Carnival Corp. Ltd.	Q4 2008	$24.32	Q4 2008	$24.32	+0.00%	Closed	History

CDK - Cdk Global Inc	Q4 2014	$40.78	Q4 2014	$40.78	+0.00%	Closed	History

CDNS - Cadence Design Systems, Inc.	Q3 2025	$351.26	Q3 2025	$351.26	+0.00%	Closed	History

CELG - Celgene Corp Com	Q1 2005	$34.00	Q1 2005	$34.00	+0.00%	Closed	History

CFC - Countrywide Financial Com	Q2 2004	$70.23	Q2 2004	$70.23	+0.00%	Closed	History

CI - The Cigna Group	Q3 2000	$31.19	Q3 2000	$31.19	+0.00%	Closed	History

CMCSK - Comcast Corp Cl A Spl	Q4 2008	$16.15	Q4 2008	$16.15	+0.00%	Closed	History

CMI - Cummins Inc.	Q4 2011	$88.02	Q4 2011	$88.02	+0.00%	Closed	History

CMX - Caremark Rx Inc Com	Q1 2002	$19.50	Q1 2002	$19.50	+0.00%	Closed	History

CNC - Centene Corp.	Q1 2016	$30.79	Q1 2016	$30.79	+0.00%	Closed	History

COX - Cox Communications New Cl A	Q3 2004	$33.13	Q3 2004	$33.13	+0.00%	Closed	History

CPN - Calpine	Q2 2010	$12.72	Q2 2010	$12.72	+0.00%	Closed	History

CRM - Salesforce, Inc.	Q1 2009	$8.19	Q1 2009	$8.19	+0.00%	Closed	History

CSCO - Cisco Systems, Inc.	Q4 2014	$27.80	Q4 2014	$27.80	+0.00%	Closed	History

CSX - CSX Corp.	Q2 2004	$1.82	Q2 2004	$1.82	+0.00%	Closed	History

CTDBQ - Citadel Broadcasting Com	Q2 2007	$49.18	Q2 2007	$49.18	+0.00%	Closed	History

CTRP - Ctrip Com Intl Ltd	Q4 2018	$27.06	Q4 2018	$27.06	+0.00%	Closed	History

CVS - CVS Health Corp.	Q4 2008	$28.74	Q4 2008	$28.74	+0.00%	Closed	History

CVX - Chevron Corp.	Q1 2022	$162.96	Q1 2022	$162.96	+0.00%	Closed	History

D - Dominion Energy, Inc.	Q4 2004	$33.85	Q4 2004	$33.85	+0.00%	Closed	History

D7A - Aptiv Plc	Q3 2024	$72.01	Q3 2024	$72.01	+0.00%	Closed	History

DBRSY - D De Beers Cons Mines Ltd Adr De	Q1 2000	$22.92	Q1 2000	$22.92	+0.00%	Closed	History

DE - Deere & Co.	Q4 2004	$37.16	Q4 2004	$37.16	+0.00%	Closed	History

DFS - Discover Financial Services	Q3 2007	$20.80	Q3 2007	$20.80	+0.00%	Closed	History

DFS - Discover Financial Services	Q4 2008	$9.53	Q4 2008	$9.53	+0.00%	Closed	History

DGCAX - Delaware Bond Fund Cl A	Q4 2009	$17.46	Q4 2009	$17.46	+0.00%	Closed	History

DIA - State Street SPDR Dow Jones Industrial Average ETF Trust	Q1 2023	$332.62	Q1 2023	$332.62	+0.00%	Closed	History

DIS - The Walt Disney Co.	Q3 2006	$30.49	Q3 2006	$30.49	+0.00%	Closed	History

DLCA - Dell Inc	Q3 2006	$22.84	Q3 2006	$22.84	+0.00%	Closed	History

DLCA - Dell Inc	Q1 2007	$23.21	Q1 2007	$23.21	+0.00%	Closed	History

DLM - Del Monte Foods	Q4 2010	$18.80	Q4 2010	$18.80	+0.00%	Closed	History

DOW - Dow Inc.	Q3 2000	$30.20	Q3 2000	$30.20	+0.00%	Closed	History

DOW - Dow Inc.	Q3 2007	$43.06	Q3 2007	$43.06	+0.00%	Closed	History

DOW - Dow Inc.	Q4 2008	$15.11	Q4 2008	$15.11	+0.00%	Closed	History

DPH - D Dura Pharmaceuticals Inc	Q3 2000	$14.38	Q3 2000	$14.38	+0.00%	Closed	History

DRC - Dresser-Rand Group	Q1 2009	$22.10	Q1 2009	$22.10	+0.00%	Closed	History

DSGR - Lawson Prods Inc	Q4 2001	$13.00	Q4 2001	$13.00	+0.00%	Closed	History

DSGR - Lawson Prods Inc	Q4 2007	$18.97	Q4 2007	$18.97	+0.00%	Closed	History

DSI - Ishares Tr	Q3 2024	$108.79	Q3 2024	$108.79	+0.00%	Closed	History

DUK - Duke Energy Corp.	Q2 2004	$35.37	Q2 2004	$35.37	+0.00%	Closed	History

EFA - iShares MSCI EAFE ETF	Q4 2023	$75.35	Q4 2023	$75.35	+0.00%	Closed	History

EIX - Edison International	Q2 2002	$17.00	Q2 2002	$17.00	+0.00%	Closed	History

EKDKQ - Eastman Kodak Co	Q2 2002	$29.17	Q2 2002	$29.17	+0.00%	Closed	History

EMC - E M C Corp Mass Com	Q1 2001	$29.39	Q1 2001	$29.39	+0.00%	Closed	History

EMC - E M C Corp Mass Com	Q3 2001	$11.77	Q3 2001	$11.77	+0.00%	Closed	History

EMC - E M C Mass	Q4 2010	$22.92	Q4 2010	$22.92	+0.00%	Closed	History

EMR - Emerson Electric Co.	Q1 2006	$41.94	Q1 2006	$41.94	+0.00%	Closed	History

EPD - Enterprise Products Partners L.P.	Q4 2014	$36.08	Q4 2014	$36.08	+0.00%	Closed	History

ESGD - iShares ESG Aware MSCI EAFE ETF	Q3 2024	$84.17	Q3 2024	$84.17	+0.00%	Closed	History

ET - Energy Transfer LP	Q2 2025	$18.13	Q2 2025	$18.13	+0.00%	Closed	History

ETR - Entergy Corp.	Q4 2004	$33.81	Q4 2004	$33.81	+0.00%	Closed	History

EXC - Exelon Corp.	Q2 2002	$18.65	Q2 2002	$18.65	+0.00%	Closed	History

FCISX - Franklin Income Fund	Q4 2011	$2.12	Q4 2011	$2.12	+0.00%	Closed	History

FDCP - First Data Corp	Q4 2004	$42.54	Q4 2004	$42.54	+0.00%	Closed	History

FDIVX - Fidelity Invt Tr Divers Intl F	Q4 2004	$28.66	Q4 2004	$28.66	+0.00%	Closed	History

FLO - Flowers Foods, Inc.	Q1 2001	$1.77	Q1 2001	$1.77	+0.00%	Closed	History

FMCC - Freddie Mac	Q1 2004	$59.02	Q1 2004	$59.02	+0.00%	Closed	History

FRONY - Frontline Ltd	Q2 2001	$17.09	Q2 2001	$17.09	+0.00%	Closed	History

FTLAQ - 2388200 66300 Fruit Of The Loom Inc	Q1 1999	$10.38	Q1 1999	$10.38	+0.00%	Closed	History

GAP - The Gap, Inc.	Q4 2004	$21.12	Q4 2004	$21.12	+0.00%	Closed	History

GAPTQ - D Great Atlantic & Pac Tea Co	Q3 2000	$16.62	Q3 2000	$16.62	+0.00%	Closed	History

GLBAV -	Q3 2025	$37.55	Q3 2025	$37.55	+0.00%	Closed	History

GLIBK - Liberty Capital Corp.	Q3 2025	$37.27	Q3 2025	$37.27	+0.00%	Closed	History

GOAL - 995506 17600 Ascent Entertainment G	Q1 1999	$10.94	Q1 1999	$10.94	+0.00%	Closed	History

GS - The Goldman Sachs Group, Inc.	Q4 2004	$104.15	Q4 2004	$104.15	+0.00%	Closed	History

GT - The Goodyear Tire & Rubber Co.	Q2 2002	$18.71	Q2 2002	$18.71	+0.00%	Closed	History

GW - Grey Wolf Inc Com	Q4 2002	$4.00	Q4 2002	$4.00	+0.00%	Closed	History

GWW - W.W. Grainger, Inc.	Q3 2005	$63.06	Q3 2005	$63.06	+0.00%	Closed	History

GWW - W.W. Grainger, Inc.	Q1 2010	$108.00	Q1 2010	$108.00	+0.00%	Closed	History

HAINX - Harbor Fd Intl Fd Instl	Q3 2009	$52.62	Q3 2009	$52.62	+0.00%	Closed	History

HD - The Home Depot, Inc.	Q1 2007	$36.74	Q1 2007	$36.74	+0.00%	Closed	History

HD - The Home Depot, Inc.	Q3 2007	$32.44	Q3 2007	$32.44	+0.00%	Closed	History

HD - The Home Depot, Inc.	Q4 2017	$189.52	Q4 2017	$189.52	+0.00%	Closed	History

HD - The Home Depot, Inc.	Q4 2024	$388.99	Q4 2024	$388.99	+0.00%	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.