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
NUV - Nuveen Municipal Value Fund, Inc.	Q4 2011	$9.81	Q4 2011	$9.81	+0.00%	Closed	History

NUV - Nuveen Municipal Value Fund, Inc.	Q1 2023	$8.81	Q1 2023	$8.81	+0.00%	Closed	History

NVR - NVR, Inc.	Q2 2006	$490.35	Q2 2006	$490.35	+0.00%	Closed	History

NWL - Newell Brands Inc.	Q4 2003	$22.73	Q4 2003	$22.73	+0.00%	Closed	History

OMC - Omnicom Group Inc.	Q4 2007	$47.53	Q4 2007	$47.53	+0.00%	Closed	History

OMC - Omnicom Group Inc.	Q2 2008	$44.88	Q2 2008	$44.88	+0.00%	Closed	History

OMC - Omnicom Group Inc.	Q4 2008	$26.92	Q4 2008	$26.92	+0.00%	Closed	History

OMC - Omnicom Group Inc.	Q4 2025	$80.75	Q4 2025	$80.75	+0.00%	Closed	History

OSBC - Old Second Bancorp Inc Ill	Q1 2015	$5.73	Q1 2015	$5.73	+0.00%	Closed	History

OXY - Occidental Petroleum Corp.	Q4 2004	$27.97	Q4 2004	$27.97	+0.00%	Closed	History

PANW - Palo Alto Networks, Inc.	Q4 2025	$184.20	Q4 2025	$184.20	+0.00%	Closed	History

PBCT - Peoples Utd Finl Inc Com	Q1 2008	$17.31	Q1 2008	$17.31	+0.00%	Closed	History

PBR.A - Petróleo Brasileiro S.A. - Petrobras CL A	Q2 2002	$4.35	Q2 2002	$4.35	+0.00%	Closed	History

PCAR - PACCAR Inc	Q1 2009	$17.17	Q1 2009	$17.17	+0.00%	Closed	History

PCRIX - Pimco Fds Pac Invt Mgm Comm Re	Q2 2010	$44.46	Q2 2010	$44.46	+0.00%	Closed	History

PFIUX - Pimco Fds Uncstr Bd Inst	Q3 2009	$11.09	Q3 2009	$11.09	+0.00%	Closed	History

PG - The Procter & Gamble Co.	Q4 2017	$91.85	Q4 2017	$91.85	+0.00%	Closed	History

PG - The Procter & Gamble Co.	Q1 2023	$148.69	Q1 2023	$148.69	+0.00%	Closed	History

PGNAX - Prudential Jennison Nat Res Fd	Q3 2011	$40.95	Q3 2011	$40.95	+0.00%	Closed	History

PGR - The Progressive Corp.	Q1 2007	$21.82	Q1 2007	$21.82	+0.00%	Closed	History

PHH - Phh Corp Com New	Q1 2005	$21.87	Q1 2005	$21.87	+0.00%	Closed	History

PHM - PulteGroup, Inc.	Q3 2006	$34.97	Q3 2006	$34.97	+0.00%	Closed	History

PNC - The PNC Financial Services Group, Inc.	Q2 2002	$52.22	Q2 2002	$52.22	+0.00%	Closed	History

PRU - Prudential Financial, Inc.	Q3 2003	$37.43	Q3 2003	$37.43	+0.00%	Closed	History

PRU - Prudential Financial, Inc.	Q1 2004	$44.87	Q1 2004	$44.87	+0.00%	Closed	History

PTHYX - 36752 Putnam Tx Free Income	Q2 1999	$14.18	Q2 1999	$14.18	+0.00%	Closed	History

PTTRX - Pimco Fds Pac Invt Total Retrn	Q3 2009	$10.93	Q3 2009	$10.93	+0.00%	Closed	History

PX - Praxair Inc Com	Q1 2006	$55.07	Q1 2006	$55.07	+0.00%	Closed	History

PX - Praxair	Q2 2011	$108.42	Q2 2011	$108.42	+0.00%	Closed	History

PXD - Pioneer Natl Resources	Q3 2005	$55.04	Q3 2005	$55.04	+0.00%	Closed	History

QCOM - QUALCOMM Inc.	Q2 2009	$45.11	Q2 2009	$45.11	+0.00%	Closed	History

QCOM - QUALCOMM Inc.	Q3 2025	$166.36	Q3 2025	$166.36	+0.00%	Closed	History

QQQ - Invesco QQQ Trust	Q1 2003	$26.07	Q1 2003	$26.07	+0.00%	Closed	History

QQQ - Invesco QQQ Trust	Q4 2022	$266.28	Q4 2022	$266.28	+0.00%	Closed	History

RADG - Rite Aid Corp Com	Q4 2001	$5.06	Q4 2001	$5.06	+0.00%	Closed	History

RAL - Ralliant Corp.	Q1 2001	$31.13	Q1 2001	$31.13	+0.00%	Closed	History

RF - Regions Financial Corp.	Q3 2004	$33.07	Q3 2004	$33.07	+0.00%	Closed	History

RGS - Regis Corp Minn Com	Q4 2002	$519.60	Q4 2002	$519.60	+0.00%	Closed	History

RHI - Robert Half Inc.	Q3 2000	$28.48	Q3 2000	$28.48	+0.00%	Closed	History

RHT - Red Hat Inc	Q4 2002	$5.93	Q4 2002	$5.93	+0.00%	Closed	History

RL - Ralph Lauren Corp.	Q4 2021	$118.89	Q4 2021	$118.89	+0.00%	Closed	History

RLI - RLI Corp.	Q2 2006	$12.05	Q2 2006	$12.05	+0.00%	Closed	History

RRC - Range Resources Corp.	Q4 2010	$44.98	Q4 2010	$44.98	+0.00%	Closed	History

RTN - Raytheon Co Com New	Q4 2004	$38.83	Q4 2004	$38.83	+0.00%	Closed	History

SAP - Sap Se	Q3 2022	$81.45	Q3 2022	$81.45	+0.00%	Closed	History

SBC - Sbc Communications Inc	Q3 2003	$22.29	Q3 2003	$22.29	+0.00%	Closed	History

SEG-R - Seaport Entmt Group Inc	Q3 2024	$3.07	Q3 2024	$3.07	+0.00%	Closed	History

SGI - Somnigroup International Inc.	Q3 2005	$8.46	Q3 2005	$8.46	+0.00%	Closed	History

SIG - Signet Jewelers Ltd.	Q1 2016	$7,823.53	Q1 2016	$7,823.53	+0.00%	Closed	History

SJM.B - D Smucker J M Co Cl B	Q3 2000	$18.75	Q3 2000	$18.75	+0.00%	Closed	History

SLB - Slb N.V.	Q3 2003	$24.18	Q3 2003	$24.18	+0.00%	Closed	History

SLF - Sun Life Financial Inc.	Q2 2008	$40.94	Q2 2008	$40.94	+0.00%	Closed	History

SNREY - Sunrise Communications Ag	Q4 2024	$43.08	Q4 2024	$43.08	+0.00%	Closed	History

SPXC* - Spx Corp	Q3 2009	$61.18	Q3 2009	$61.18	+0.00%	Closed	History

SPXC* - Spx	Q1 2010	$66.23	Q1 2010	$66.23	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2008	$90.21	Q4 2008	$90.21	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q1 2010	$116.96	Q1 2010	$116.96	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2021	$475.65	Q4 2021	$475.65	+0.00%	Closed	History

SRE - Sempra	Q2 2002	$11.07	Q2 2002	$11.07	+0.00%	Closed	History

SSP - Schering Plough Corp Scripps E W Co Ohio Cl A	Q3 2008	$4.72	Q3 2008	$4.72	+0.00%	Closed	History

SUND - Sun Microsystems Inc Com Suncor Energy Inc Com	Q1 2005	$120.39	Q1 2005	$120.39	+0.00%	Closed	History

SUNW - Sun Microsystems Inc Com	Q3 2007	$5.61	Q3 2007	$5.61	+0.00%	Closed	History

SUPC - D Superior Consultant Hlgds	Q4 1999	$14.25	Q4 1999	$14.25	+0.00%	Closed	History

SWY - Safeway Inc Com New	Q2 2009	$20.37	Q2 2009	$20.37	+0.00%	Closed	History

SXT - Sensient Technologies Corp	Q1 2001	$22.78	Q1 2001	$22.78	+0.00%	Closed	History

SYK - Stryker Corp.	Q2 2025	$395.63	Q2 2025	$395.63	+0.00%	Closed	History

SYY - Sysco Corp.	Q1 2002	$29.76	Q4 2002	$29.76	+0.00%	Closed	History

TDOC - Teladoc Health Inc	Q4 2020	$200.09	Q4 2020	$200.09	+0.00%	Closed	History

TEI - Templeton Emerging Mkts Inco	Q1 2023	$5.07	Q1 2023	$5.07	+0.00%	Closed	History

TJX - The TJX Companies, Inc.	Q4 2022	$79.60	Q4 2022	$79.60	+0.00%	Closed	History

TKN - D Teekay Shipping Corp	Q4 1999	$15.94	Q4 1999	$15.94	+0.00%	Closed	History

TMJ - 75400 1600 Torchmark Corp	Q2 1999	$34.17	Q2 1999	$34.17	+0.00%	Closed	History

TMJ - Torchmark Corp	Q1 2001	$38.83	Q1 2001	$38.83	+0.00%	Closed	History

TOKM - 35071 Tokheim Corp Com	Q3 1999	$8.94	Q3 1999	$8.94	+0.00%	Closed	History

TRN - Trinity Industries, Inc.	Q1 2025	$28.06	Q1 2025	$28.06	+0.00%	Closed	History

TSM - Taiwan Semiconductor	Q3 2025	$279.29	Q3 2025	$279.29	+0.00%	Closed	History

TTEK - Tetra Tech, Inc.	Q4 2002	$2.43	Q4 2002	$2.43	+0.00%	Closed	History

TWIEX - American Centy World M Intl Gr	Q3 2001	$7.71	Q3 2001	$7.71	+0.00%	Closed	History

TWX - Time Warner Inc Com	Q4 2004	$58.32	Q4 2004	$58.32	+0.00%	Closed	History

TWX - Time Warner Inc Com	Q3 2006	$54.69	Q3 2006	$54.69	+0.00%	Closed	History

TWX - Time Warner Inc Com	Q1 2007	$59.16	Q1 2007	$59.16	+0.00%	Closed	History

TWX - Time Warner Inc Com	Q3 2007	$55.08	Q3 2007	$55.08	+0.00%	Closed	History

TXN - Texas Instruments Inc.	Q1 2007	$30.10	Q1 2007	$30.10	+0.00%	Closed	History

TXN - Texas Instruments Inc.	Q3 2007	$36.59	Q3 2007	$36.59	+0.00%	Closed	History

TXN - Texas Instruments Inc.	Q4 2008	$15.52	Q4 2008	$15.52	+0.00%	Closed	History

TYI - Tyco Intl Ltd	Q2 2005	$29.20	Q2 2005	$29.20	+0.00%	Closed	History

TYI - Tyco Intl Ltd	Q3 2006	$27.99	Q3 2006	$27.99	+0.00%	Closed	History

UISZ - Unisys	Q2 2002	$9.00	Q2 2002	$9.00	+0.00%	Closed	History

UNP - Union Pacific Corp.	Q1 2007	$25.39	Q1 2007	$25.39	+0.00%	Closed	History

UNP - Union Pacific Corp.	Q4 2008	$23.90	Q4 2008	$23.90	+0.00%	Closed	History

UPBD - Upbound Group, Inc.	Q3 2003	$32.23	Q3 2003	$32.23	+0.00%	Closed	History

UPL - Ultra Petroleum Corp	Q2 2017	$10.85	Q2 2017	$10.85	+0.00%	Closed	History

UPLMQ - Ultra Petroleum	Q4 2010	$47.77	Q4 2010	$47.77	+0.00%	Closed	History

USHY - iShares Broad USD High Yield Corporate Bond ETF	Q3 2025	$37.78	Q3 2025	$37.78	+0.00%	Closed	History

UTX - United Technologies Cp	Q3 2001	$46.47	Q3 2001	$46.47	+0.00%	Closed	History

UTX - United Technologies Cp	Q1 2006	$57.89	Q1 2006	$57.89	+0.00%	Closed	History

UVG - Proshares Ultra Russell1000	Q4 2008	$18.44	Q4 2008	$18.44	+0.00%	Closed	History

V - Visa Inc.	Q3 2009	$17.24	Q3 2009	$17.24	+0.00%	Closed	History

VARI - 246600 10000 Varian Inc	Q3 1999	$17.75	Q3 1999	$17.75	+0.00%	Closed	History

VB - Vanguard Small-Cap Index Fund ETF Shares	Q4 2023	$213.33	Q4 2023	$213.33	+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.