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
VBMFX - Vanguard Bond Index Fd Total B	Q3 2009	$10.45	Q3 2009	$10.45	+0.00%	Closed	History

VCAI - D Veterinary Ctrs Amer Com	Q4 1999	$12.88	Q4 1999	$12.88	+0.00%	Closed	History

VCAI - D Veterinary Ctrs Amer Com	Q3 2000	$13.75	Q3 2000	$13.75	+0.00%	Closed	History

VFINX - Vanguard Index 500 Ptf	Q1 2002	$105.90	Q1 2002	$105.90	+0.00%	Closed	History

VGK - Vanguard FTSE Europe ETF	Q4 2023	$64.48	Q4 2023	$64.48	+0.00%	Closed	History

VIA.B - Viacom Inc Cl B	Q1 2002	$48.33	Q1 2002	$48.33	+0.00%	Closed	History

VIAB - Viacom Inc. Cl B (new)	Q1 2006	$38.80	Q1 2006	$38.80	+0.00%	Closed	History

VIAB - Viacom Inc. Cl B (new)	Q3 2006	$37.18	Q3 2006	$37.18	+0.00%	Closed	History

VIAB - Viacom Inc. Cl B (new)	Q1 2007	$41.11	Q1 2007	$41.11	+0.00%	Closed	History

VIAB - Viacom Inc. Cl B (new)	Q3 2007	$38.97	Q3 2007	$38.97	+0.00%	Closed	History

VKMMX - Invesco VK Muni Inc Fund A	Q4 2011	$13.33	Q4 2011	$13.33	+0.00%	Closed	History

VO - Vanguard Mid-Cap Index Fund ETF Shares	Q4 2023	$58.16	Q4 2023	$58.16	+0.00%	Closed	History

VOO - Vanguard S&P 500 ETF	Q1 2025	$513.91	Q1 2025	$513.91	+0.00%	Closed	History

VPL - Vanguard Intl Equity Index F	Q4 2023	$72.03	Q4 2023	$72.03	+0.00%	Closed	History

VTI - Vanguard Total Stock Market Index Fund ETF Shares	Q2 2003	$46.22	Q2 2003	$46.22	+0.00%	Closed	History

VTV - Vanguard Value Index Fund ETF Shares	Q4 2023	$149.50	Q4 2023	$149.50	+0.00%	Closed	History

VUG - Vanguard Growth Index Fund ETF Shares	Q4 2023	$51.81	Q4 2023	$51.81	+0.00%	Closed	History

VWO - Vanguard Emerging Markets Stock Index Fund	Q4 2023	$41.10	Q4 2023	$41.10	+0.00%	Closed	History

VWSUX - Vanguard Mun Bd Fd Inc Shrt Tr	Q1 2010	$15.92	Q1 2010	$15.92	+0.00%	Closed	History

VZ - Verizon Communications Inc.	Q3 2000	$45.72	Q3 2000	$45.72	+0.00%	Closed	History

VZ - Verizon Communications Inc.	Q1 2006	$30.62	Q1 2006	$30.62	+0.00%	Closed	History

VZ - Verizon Communications Inc.	Q3 2007	$41.26	Q3 2007	$41.26	+0.00%	Closed	History

WAMUQ - Washington Mut Inc Com	Q4 2004	$42.28	Q4 2004	$42.28	+0.00%	Closed	History

WAMUQ - Washington Mut Inc Com	Q3 2007	$35.31	Q3 2007	$35.31	+0.00%	Closed	History

WDR.B - D Waddell & Reed Finl Cl B	Q1 2000	$38.98	Q1 2000	$38.98	+0.00%	Closed	History

WFTIQ - Weatherford Intl Plc	Q1 2019	$0.70	Q1 2019	$0.70	+0.00%	Closed	History

WM - Waste Management, Inc.	Q4 2004	$29.94	Q4 2004	$29.94	+0.00%	Closed	History

WMB - The Williams Companies, Inc.	Q4 2008	$11.80	Q4 2008	$11.80	+0.00%	Closed	History

WMT - Walmart Inc.	Q3 2006	$16.44	Q3 2006	$16.44	+0.00%	Closed	History

WMT - Walmart Inc.	Q1 2007	$15.65	Q1 2007	$15.65	+0.00%	Closed	History

WTS - Watts Water Technologies, Inc.	Q1 1999	$13.56	Q1 1999	$13.56	+0.00%	Closed	History

WY - Weyerhaeuser Co.	Q2 1999	$68.84	Q2 1999	$68.84	+0.00%	Closed	History

WY - Weyerhaeuser Co.	Q4 1999	$71.92	Q4 1999	$71.92	+0.00%	Closed	History

XLK - State Street Technology Select Sector SPDR ETF	Q1 2023	$75.51	Q1 2023	$75.51	+0.00%	Closed	History

XLP - State Street Consumer Staples Select Sector SPDR ETF	Q1 2003	$18.56	Q1 2003	$18.56	+0.00%	Closed	History

XLU - State Street Utilities Select Sector SPDR ETF	Q1 2023	$33.85	Q1 2023	$33.85	+0.00%	Closed	History

XLV - State Street Health Care Select Sector SPDR ETF	Q1 2023	$129.47	Q1 2023	$129.47	+0.00%	Closed	History

XRX - Xerox Holdings Corp.	Q4 2004	$44.82	Q4 2004	$44.82	+0.00%	Closed	History

XRX - Xerox Holdings Corp.	Q3 2006	$41.00	Q3 2006	$41.00	+0.00%	Closed	History

XRX - Xerox Holdings Corp.	Q1 2007	$44.51	Q1 2007	$44.51	+0.00%	Closed	History

XRX - Xerox Holdings Corp.	Q3 2007	$45.69	Q3 2007	$45.69	+0.00%	Closed	History

YPF - YPF Sociedad Anónima	Q1 1999	$31.55	Q1 1999	$31.55	+0.00%	Closed	History

ZTS - Zoetis Inc.	Q2 2025	$155.95	Q2 2025	$155.95	+0.00%	Closed	History

C - Citigroup Inc.	Q1 2001	$449.70	Q1 2005	$449.40	-0.07%	Closed	History

DOW - Dow Inc.	Q2 2006	$39.03	Q3 2006	$38.98	-0.13%	Closed	History

4ETA - Energy Transfer Partners LP	Q4 2010	$51.83	Q1 2011	$51.74	-0.17%	Closed	History

ZBH - Zimmer Biomet Holdings, Inc.	Q2 2025	$91.21	Open	$91.03	-0.20%	Open	History

CNC - Centene Corp.	Q3 2023	$68.88	Open	$68.72	-0.23%	Open	History

SJM.A - 25888 Smucker J M Co Cl A	Q1 1999	$22.31	Q2 1999	$22.24	-0.31%	Closed	History

CIT - Cit Group Inc	Q1 2021	$51.51	Q4 2021	$51.34	-0.33%	Closed	History

BCR - Bard C R	Q4 2009	$77.95	Q2 2010	$77.63	-0.41%	Closed	History

DIS - The Walt Disney Co.	Q2 2001	$28.46	Q1 2005	$28.34	-0.42%	Closed	History

REMY - Remy Intl Inc New	Q1 2015	$22.21	Q2 2015	$22.11	-0.45%	Closed	History

KT - KT Corp.	Q2 2002	$21.65	Q4 2002	$21.55	-0.46%	Closed	History

KR - The Kroger Co.	Q3 2009	$10.32	Q4 2009	$10.27	-0.53%	Closed	History

CL - Colgate-Palmolive Co.	Q1 1999	$23.01	Q3 1999	$22.88	-0.54%	Closed	History

WM - Waste Management, Inc.	Q2 2001	$30.82	Q2 2004	$30.65	-0.55%	Closed	History

HON - Honeywell International Inc.	Q1 2025	$209.31	Q3 2025	$208.07	-0.59%	Closed	History

DGX - Quest Diagnostics Inc.	Q4 2010	$53.94	Q4 2013	$53.54	-0.74%	Closed	History

DLCA - Dell Inc	Q4 2005	$29.99	Q1 2006	$29.76	-0.77%	Closed	History

ESRX - Express Scripts Hldg Co	Q2 2017	$63.84	Q3 2017	$63.32	-0.81%	Closed	History

FCN - FTI Consulting, Inc.	Q1 2004	$16.66	Q2 2004	$16.50	-0.96%	Closed	History

SWVXX - Schwab Fds Value Adv Mmkt	Q4 2003	$1.01	Q4 2005	$1.00	-0.99%	Closed	History

MDT - Medtronic plc	Q1 1999	$35.95	Q3 1999	$35.56	-1.08%	Closed	History

AON - Aon plc	Q2 2025	$356.76	Q4 2025	$352.88	-1.09%	Closed	History

GWW - W.W. Grainger, Inc.	Q1 2007	$77.24	Q1 2008	$76.38	-1.11%	Closed	History

6686 - D Motorola Inc	Q4 1999	$147.46	Q1 2000	$145.81	-1.12%	Closed	History

MRSH - Marsh & McLennan Companies, Inc.	Q1 2004	$46.30	Q3 2004	$45.76	-1.17%	Closed	History

BSX - Boston Scientific Corp.	Q2 2010	$5.80	Q4 2012	$5.73	-1.21%	Closed	History

USIG - iShares Broad USD Investment Grade Corporate Bond ETF	Q1 2026	$51.24	Open	$50.62	-1.21%	Open	History

MBB - iShares MBS ETF	Q1 2026	$94.96	Open	$93.67	-1.36%	Open	History

BBY - Best Buy Co., Inc.	Q2 2007	$46.67	Q3 2007	$46.02	-1.39%	Closed	History

8138927Q - 3com Corp Com	Q4 2004	$4.17	Q4 2006	$4.11	-1.44%	Closed	History

TDW - Tidewater Inc.	Q1 1999	$834.84	Q3 1999	$822.58	-1.47%	Closed	History

BRK.B - Berkshire Hathaway CL B	Q1 2010	$81.28	Q4 2010	$80.08	-1.48%	Closed	History

IJR - iShares Core S&P Small-Cap ETF	Q3 2024	$116.96	Q4 2024	$115.21	-1.50%	Closed	History

QCOM - QUALCOMM Inc.	Q1 2012	$68.18	Q1 2013	$67.06	-1.64%	Closed	History

AMGN - Amgen Inc.	Q3 2001	$58.80	Q4 2008	$57.80	-1.70%	Closed	History

COC - Conoco Inc Com	Q4 2001	$28.30	Q2 2002	$27.80	-1.77%	Closed	History

MCD - McDonald's Corp.	Q4 2001	$26.47	Q2 2004	$26.00	-1.78%	Closed	History

WSM - Williams-Sonoma, Inc.	Q4 2005	$21.60	Q1 2006	$21.20	-1.85%	Closed	History

BC - Brunswick Corp.	Q3 2023	$79.00	Open	$77.50	-1.90%	Open	History

ROP - Roper Technologies, Inc.	Q1 2026	$353.86	Open	$346.65	-2.04%	Open	History

DSGR - Lawson Prods Inc	Q2 2006	$19.73	Q2 2007	$19.32	-2.08%	Closed	History

HCBK - 7191 Hudson City Bancorp In	Q3 1999	$13.75	Q4 1999	$13.44	-2.25%	Closed	History

SEE -	Q2 2004	$53.36	Q2 2006	$52.16	-2.25%	Closed	History

TWX - Time Warner Inc Com	Q4 2003	$53.97	Q2 2004	$52.74	-2.28%	Closed	History

KVUE - Kenvue Inc.	Q1 2024	$21.46	Q2 2025	$20.93	-2.47%	Closed	History

FDX - FedEx Corp.	Q1 2007	$86.57	Q3 2007	$84.41	-2.49%	Closed	History

6684 - Hewlett-Packard	Q4 2010	$42.10	Q1 2011	$40.99	-2.64%	Closed	History

VZ - Verizon Communications Inc.	Q4 2001	$42.65	Q1 2002	$41.49	-2.72%	Closed	History

BMC - Bmc Software Inc	Q2 2012	$42.68	Q3 2012	$41.49	-2.79%	Closed	History

KMX - CarMax, Inc.	Q1 2021	$132.80	Q2 2021	$129.07	-2.81%	Closed	History

2951 - 26982 Philip Morris Cos Inc	Q1 1999	$35.19	Q3 1999	$34.19	-2.84%	Closed	History

VTI - Vanguard Total Stock Market Index Fund ETF Shares	Q3 2024	$283.16	Q1 2025	$274.84	-2.94%	Closed	History

OAT - 2073497 67398 Quaker Oats Co	Q1 1999	$62.50	Q1 2000	$60.65	-2.96%	Closed	History

MOLX - Molex Inc	Q1 2007	$28.17	Q4 2007	$27.33	-2.98%	Closed	History

SUR - Cna Surety Corp	Q4 2001	$15.50	Q1 2002	$15.03	-3.03%	Closed	History

ACWX - iShares MSCI ACWI ex U.S. ETF	Q3 2024	$57.22	Q1 2025	$55.45	-3.09%	Closed	History

HLN - Haleon plc	Q1 2026	$10.01	Open	$9.70	-3.10%	Open	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.