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
HD - The Home Depot, Inc.	Q2 2025	$366.64	Q2 2025	$366.64	+0.00%	Closed	History

HII - Huntington Ingalls Industries, Inc.	Q1 2011	$55.33	Q1 2011	$55.33	+0.00%	Closed	History

HMA - Health Mgmt Assoc Inc Cl A	Q3 2003	$21.83	Q3 2003	$21.83	+0.00%	Closed	History

HON - Honeywell International Inc.	Q1 2001	$38.33	Q1 2001	$38.33	+0.00%	Closed	History

HOT - Starwood Hotels&resort Com	Q1 2008	$51.75	Q1 2008	$51.75	+0.00%	Closed	History

HOT - Starwood Hotels&resort Com	Q4 2008	$17.90	Q4 2008	$17.90	+0.00%	Closed	History

HRVIX - Heartland Group Inc Value & In	Q1 2006	$27.44	Q1 2006	$27.44	+0.00%	Closed	History

HSH - Hillshire Brands Co	Q2 2012	$28.99	Q2 2012	$28.99	+0.00%	Closed	History

HSP - Hospira Inc	Q1 2015	$87.88	Q1 2015	$87.88	+0.00%	Closed	History

HTHIY - Hitachi Limited Adr 10 Com	Q2 2002	$12.83	Q2 2002	$12.83	+0.00%	Closed	History

HTZGQ - Hertz Global Hldgs Inc	Q3 2016	$40.16	Q3 2016	$40.16	+0.00%	Closed	History

IBDP - Ishares Tr	Q4 2023	$24.91	Q4 2023	$24.91	+0.00%	Closed	History

IBDQ - Ishares Tr	Q4 2023	$24.76	Q4 2023	$24.76	+0.00%	Closed	History

IBDR - Ishares Tr	Q4 2023	$23.90	Q4 2023	$23.90	+0.00%	Closed	History

IBDS - Ishares Tr	Q4 2023	$23.93	Q4 2023	$23.93	+0.00%	Closed	History

INTC - Intel Corp.	Q3 2006	$20.57	Q3 2006	$20.57	+0.00%	Closed	History

INTC - Intel Corp.	Q3 2007	$25.86	Q3 2007	$25.86	+0.00%	Closed	History

INTC - Intel Corp.	Q1 2025	$22.71	Q1 2025	$22.71	+0.00%	Closed	History

INTU - Intuit Inc.	Q2 2025	$787.63	Q2 2025	$787.63	+0.00%	Closed	History

IP - International Paper Co.	Q4 2004	$39.16	Q4 2004	$39.16	+0.00%	Closed	History

IT.B - 366750 1000 Gartner Group Inc Cl B	Q3 1999	$16.69	Q3 1999	$16.69	+0.00%	Closed	History

ITA - iShares U.S. Aerospace & Defense ETF	Q1 2025	$153.07	Q1 2025	$153.07	+0.00%	Closed	History

ITRI - Itron, Inc.	Q2 2004	$22.94	Q2 2004	$22.94	+0.00%	Closed	History

IWD - iShares Russell 1000 Value ETF	Q4 2003	$58.37	Q4 2003	$58.37	+0.00%	Closed	History

IWD - iShares Russell 1000 Value ETF	Q4 2009	$57.50	Q4 2009	$57.50	+0.00%	Closed	History

IWD - iShares Russell 1000 Value ETF	Q4 2011	$63.52	Q4 2011	$63.52	+0.00%	Closed	History

IWD - iShares Russell 1000 Value ETF	Q4 2021	$167.97	Q4 2021	$167.97	+0.00%	Closed	History

IWD - iShares Russell 1000 Value ETF	Q4 2024	$185.13	Q4 2024	$185.13	+0.00%	Closed	History

IWS - iShares Russell Mid-Cap Value ETF	Q1 2007	$51.07	Q1 2007	$51.07	+0.00%	Closed	History

JEF - Jefferies Financial Group Inc.	Q4 2002	$12.20	Q4 2002	$12.20	+0.00%	Closed	History

JNJ - Johnson & Johnson	Q4 2017	$139.55	Q4 2017	$139.55	+0.00%	Closed	History

JOREQ - D Jore Corporation	Q3 2000	$5.44	Q3 2000	$5.44	+0.00%	Closed	History

JPI - 698118 350 Jefferson Pilot Corp	Q3 1999	$63.33	Q3 1999	$63.33	+0.00%	Closed	History

JPI - Jefferson Pilot Corp	Q3 2003	$44.45	Q3 2003	$44.45	+0.00%	Closed	History

JPM - JPMorgan Chase & Co.	Q3 2007	$45.82	Q3 2007	$45.82	+0.00%	Closed	History

JPM - JPMorgan Chase & Co.	Q4 2008	$31.53	Q4 2008	$31.53	+0.00%	Closed	History

JPM - JPMorgan Chase & Co.	Q4 2009	$41.67	Q4 2009	$41.67	+0.00%	Closed	History

KEA - 13333 810 Keane Inc Com	Q3 1999	$22.81	Q3 1999	$22.81	+0.00%	Closed	History

KIDEQ - 4 Kids Entmt Inc Com	Q4 2004	$21.02	Q4 2004	$21.02	+0.00%	Closed	History

KMI - Kinder Morgan, Inc.	Q4 2014	$42.26	Q4 2014	$42.26	+0.00%	Closed	History

KMP - Kinder Morgan Energy Ut Ltd Pa	Q4 2001	$37.80	Q4 2001	$37.80	+0.00%	Closed	History

KO - The Coca-Cola Co.	Q3 2025	$66.32	Q3 2025	$66.32	+0.00%	Closed	History

KR - The Kroger Co.	Q3 1999	$11.02	Q3 1999	$11.02	+0.00%	Closed	History

KR - The Kroger Co.	Q2 2010	$9.85	Q2 2010	$9.85	+0.00%	Closed	History

KR - The Kroger Co.	Q4 2013	$19.77	Q4 2013	$19.77	+0.00%	Closed	History

KRB - Mbna Corp	Q3 2004	$28.03	Q3 2004	$28.03	+0.00%	Closed	History

KRB - Mbna Corp	Q1 2005	$31.13	Q1 2005	$31.13	+0.00%	Closed	History

KSS - Kohl's Corp.	Q3 2002	$60.78	Q3 2002	$60.78	+0.00%	Closed	History

KSS - Kohl's Corp.	Q1 2003	$56.54	Q1 2003	$56.54	+0.00%	Closed	History

L - Loews Corp.	Q2 2002	$17.66	Q2 2002	$17.66	+0.00%	Closed	History

LBRDA - Liberty Broadband Corp.	Q1 2018	$79.48	Q1 2018	$79.48	+0.00%	Closed	History

LEN.B - Lennar CL B	Q2 2003	$31.99	Q2 2003	$31.99	+0.00%	Closed	History

LHX - L3Harris Technologies, Inc.	Q3 2025	$305.41	Q3 2025	$305.41	+0.00%	Closed	History

LM - Legg Mason Inc Com	Q1 2008	$55.98	Q1 2008	$55.98	+0.00%	Closed	History

LM - Legg Mason Inc Com	Q4 2008	$21.91	Q4 2008	$21.91	+0.00%	Closed	History

LM0 - Liberty Media Corp Delaware	Q4 2013	$146.62	Q4 2013	$146.62	+0.00%	Closed	History

LNC - Lincoln National Corp.	Q3 2002	$30.56	Q3 2002	$30.56	+0.00%	Closed	History

LNKD - Linkedin Corp	Q2 2016	$189.25	Q2 2016	$189.25	+0.00%	Closed	History

LPNT - Lifepoint Hospitals In	Q2 1999	$13.44	Q2 1999	$13.44	+0.00%	Closed	History

MATK - Martek Biosciences Cp Com	Q2 2005	$38.00	Q2 2005	$38.00	+0.00%	Closed	History

MBFI - Mb Financial Inc New	Q2 2012	$21.50	Q2 2012	$21.50	+0.00%	Closed	History

MBI - MBIA Inc.	Q2 1999	$43.19	Q2 1999	$43.19	+0.00%	Closed	History

MCD - McDonald's Corp.	Q4 2004	$32.06	Q4 2004	$32.06	+0.00%	Closed	History

MCD - McDonald's Corp.	Q4 2005	$33.72	Q4 2005	$33.72	+0.00%	Closed	History

MCD - McDonald's Corp.	Q3 2006	$39.12	Q3 2006	$39.12	+0.00%	Closed	History

MCD - McDonald's Corp.	Q1 2007	$45.05	Q1 2007	$45.05	+0.00%	Closed	History

MCD - McDonald's Corp.	Q3 2007	$54.47	Q3 2007	$54.47	+0.00%	Closed	History

MCD - McDonald's Corp.	Q2 2023	$298.41	Q2 2023	$298.41	+0.00%	Closed	History

MDLZ - Mondelez International, Inc.	Q4 2013	$35.32	Q4 2013	$35.32	+0.00%	Closed	History

MDT - Medtronic plc	Q3 2007	$56.41	Q3 2007	$56.41	+0.00%	Closed	History

MEL - Mellon Financial Corp	Q4 2004	$31.16	Q4 2004	$31.16	+0.00%	Closed	History

MENT - D Mentor Graphics Corp	Q3 2000	$19.87	Q3 2000	$19.87	+0.00%	Closed	History

MER - Merrill Lynch & Co Inc	Q4 2008	$11.64	Q4 2008	$11.64	+0.00%	Closed	History

MET - MetLife, Inc.	Q4 2013	$48.05	Q4 2013	$48.05	+0.00%	Closed	History

META - Meta Platforms, Inc.	Q2 2017	$150.93	Q2 2017	$150.93	+0.00%	Closed	History

MFNNQ - 39002 Mercury Fin Co	Q1 1999	$0.13	Q1 1999	$0.13	+0.00%	Closed	History

MFW - M & F Worldwide Corp	Q1 2001	$4.90	Q1 2001	$4.90	+0.00%	Closed	History

MH - 17450 Minnesota Mng & Mfg Co	Q3 1999	$95.71	Q3 1999	$95.71	+0.00%	Closed	History

MH - Minnesota Mng & Mfg Co	Q4 2001	$118.13	Q4 2001	$118.13	+0.00%	Closed	History

MHS - Medco Health Solutions	Q4 2010	$61.38	Q4 2010	$61.38	+0.00%	Closed	History

MNY - D Mony Group Inc	Q3 2000	$33.81	Q3 2000	$33.81	+0.00%	Closed	History

MNY - Mony Group Inc	Q2 2001	$40.17	Q2 2001	$40.17	+0.00%	Closed	History

MOLXA - D Molex Inc Cl A	Q1 2000	$44.47	Q1 2000	$44.47	+0.00%	Closed	History

MRO - Marathon Oil Corp Com	Q4 2004	$37.61	Q4 2004	$37.61	+0.00%	Closed	History

MS - Morgan Stanley	Q3 2007	$63.00	Q3 2007	$63.00	+0.00%	Closed	History

MS - Morgan Stanley	Q4 2008	$16.04	Q4 2008	$16.04	+0.00%	Closed	History

MSI - Motorola Solutions, Inc.	Q3 2025	$457.29	Q3 2025	$457.29	+0.00%	Closed	History

MTW - The Manitowoc Co., Inc.	Q4 2017	$39.34	Q4 2017	$39.34	+0.00%	Closed	History

MU - Micron Technology, Inc.	Q3 2022	$50.04	Q3 2022	$50.04	+0.00%	Closed	History

NFB - North Fork Bancorp Ny Com	Q2 2006	$30.15	Q2 2006	$30.15	+0.00%	Closed	History

NGREX - Northern Fds Global R/E Index	Q2 2010	$6.68	Q2 2010	$6.68	+0.00%	Closed	History

NMIEX - Northern Fds Mulmgd Int Equity	Q2 2010	$8.12	Q2 2010	$8.12	+0.00%	Closed	History

NOINX - Northern Eqty Indx Intl	Q2 2010	$8.58	Q2 2010	$8.58	+0.00%	Closed	History

NOITX - Northern Fds Inter Tax Exmp	Q2 2010	$10.41	Q2 2010	$10.41	+0.00%	Closed	History

NOV - NOV Inc.	Q4 2008	$22.04	Q4 2008	$22.04	+0.00%	Closed	History

NOVL - Novell Inc Com	Q4 2001	$4.59	Q4 2001	$4.59	+0.00%	Closed	History

NOW - ServiceNow, Inc.	Q3 2025	$184.06	Q3 2025	$184.06	+0.00%	Closed	History

NPK - 86800 National Presto Inds I	Q1 1999	$35.41	Q1 1999	$35.41	+0.00%	Closed	History

NRT - North European Oil Rty Sh Ben	Q2 2007	$39.41	Q2 2007	$39.41	+0.00%	Closed	History

NTRS - Northern Trust Corp.	Q4 2016	$88.99	Q4 2016	$88.99	+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.