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
3517233Q - 22606 Ust Inc	Q1 1999	$26.12	Q4 1999	$25.19	-3.56%	Closed	History

MSCS - D Msc Software Corp	Q3 2000	$9.31	Q2 2004	$8.95	-3.87%	Closed	History

GIS - General Mills, Inc.	Q1 1999	$18.90	Q1 2000	$18.10	-4.25%	Closed	History

UNH - UnitedHealth Group Inc.	Q3 2025	$345.30	Q4 2025	$330.11	-4.40%	Closed	History

CAH - Cardinal Health, Inc.	Q3 2003	$58.39	Q1 2005	$55.80	-4.44%	Closed	History

PMC - Pharmerica	Q2 2010	$14.66	Q1 2013	$14.00	-4.50%	Closed	History

RL - Ralph Lauren Corp.	Q1 2021	$123.33	Q2 2021	$117.78	-4.50%	Closed	History

MCD - McDonald's Corp.	Q1 1999	$45.28	Q3 1999	$43.22	-4.55%	Closed	History

ACIIX - American Centy Cap Equity Inc	Q4 2002	$6.53	Q1 2003	$6.23	-4.59%	Closed	History

LBYYQ - 350000 Libbey Inc	Q1 1999	$31.00	Q3 1999	$29.56	-4.65%	Closed	History

HDB - HDFC Bank Ltd.	Q2 2025	$38.34	Q4 2025	$36.54	-4.68%	Closed	History

EEM - iShares MSCI Emerging Markets ETF	Q3 2024	$45.86	Q1 2025	$43.71	-4.69%	Closed	History

7656 - 162784 Allied Signal Inc	Q2 1999	$63.00	Q3 1999	$60.00	-4.76%	Closed	History

DVN - Devon Energy Corp.	Q3 2002	$24.13	Q4 2002	$22.95	-4.89%	Closed	History

MLM - Martin Marietta Materials, Inc.	Q4 2008	$97.08	Q4 2010	$92.24	-4.99%	Closed	History

MGA - Magna International Inc.	Q4 2022	$56.18	Q4 2025	$53.30	-5.13%	Closed	History

SLB - Slb N.V.	Q4 2018	$36.08	Q3 2019	$34.18	-5.27%	Closed	History

NWPX - 630000 Northwest Pipe Co Com	Q1 1999	$16.50	Q3 1999	$15.62	-5.33%	Closed	History

SFD - Smithfield Foods, Inc.	Q4 2005	$30.60	Q4 2007	$28.96	-5.36%	Closed	History

EXPE - Expedia Group, Inc.	Q3 2016	$116.72	Q1 2018	$110.41	-5.41%	Closed	History

UN - Unilever N V New York Shs	Q3 2009	$28.86	Q2 2010	$27.30	-5.41%	Closed	History

502390Q - 21500 Itt Inds Inc Ind Com	Q1 1999	$35.37	Q4 1999	$33.44	-5.46%	Closed	History

HRLY - Herley Inds Inc Del Com	Q4 2003	$20.71	Q2 2004	$19.54	-5.65%	Closed	History

CMA - 725000 Comerica Inc	Q1 1999	$62.47	Q3 2005	$58.92	-5.68%	Closed	History

REYN - Reynolds Consumer Products Inc.	Q2 2021	$30.35	Q1 2024	$28.56	-5.90%	Closed	History

JPM - JPMorgan Chase & Co.	Q4 2001	$36.03	Q2 2002	$33.90	-5.91%	Closed	History

AHP - 2900 American Home Prods Co	Q1 1999	$65.25	Q4 2001	$61.36	-5.96%	Closed	History

CPNG - Coupang, Inc.	Q1 2026	$18.88	Open	$17.74	-6.04%	Open	History

9775 - Viad Corp	Q1 2001	$23.83	Q4 2002	$22.38	-6.08%	Closed	History

SWY - 3901 SAfeway Inc Com New	Q3 1999	$38.07	Q4 1999	$35.75	-6.09%	Closed	History

MOLX - Molex Inc	Q3 2001	$28.08	Q1 2005	$26.35	-6.16%	Closed	History

2968900Q - Clear Channel Commun Com	Q4 2004	$33.53	Q4 2005	$31.45	-6.20%	Closed	History

HD - The Home Depot, Inc.	Q1 1999	$41.47	Q2 2005	$38.90	-6.20%	Closed	History

BA - The Boeing Co.	Q1 2021	$255.16	Q2 2021	$239.21	-6.25%	Closed	History

PFSB - 1966463 35200 Pennfed Financial Svcs	Q1 1999	$16.00	Q3 1999	$15.00	-6.25%	Closed	History

CRI - Carter's, Inc.	Q1 2010	$30.14	Q3 2025	$28.22	-6.37%	Closed	History

DHR - Danaher Corp.	Q2 2023	$212.77	Open	$199.05	-6.45%	Open	History

VCA - VCA Antech	Q3 2010	$21.09	Q3 2012	$19.73	-6.45%	Closed	History

519239Q - Concord Efs Inc	Q3 2002	$15.87	Q4 2003	$14.84	-6.49%	Closed	History

TXT - Textron Inc.	Q1 2001	$28.42	Q1 2004	$26.58	-6.49%	Closed	History

OTEC - Oratec Interventions Com	Q3 2001	$6.92	Q4 2001	$6.47	-6.50%	Closed	History

WMT - Walmart Inc.	Q1 2001	$16.84	Q1 2006	$15.75	-6.51%	Closed	History

DLM - 10000 Del Monte Foods	Q1 1999	$13.19	Q4 1999	$12.31	-6.67%	Closed	History

GD - General Dynamics Corp.	Q1 2024	$282.49	Q4 2024	$263.49	-6.73%	Closed	History

TYI - Tyco Intl Ltd	Q4 2005	$28.86	Q1 2006	$26.88	-6.86%	Closed	History

COST - Costco Wholesale Corp.	Q2 2025	$989.94	Open	$921.75	-6.89%	Open	History

ANF - Abercrombie & Fitch Co.	Q1 2004	$33.84	Q3 2004	$31.50	-6.91%	Closed	History

HRVIX - Heartland Group Inc Value & In	Q4 2006	$26.83	Q2 2008	$24.94	-7.04%	Closed	History

GAPTQ - 238375 4400 Great Atlantic & Pac T	Q1 1999	$30.00	Q4 1999	$27.88	-7.07%	Closed	History

GEF - Greif	Q3 2010	$58.88	Q2 2014	$54.56	-7.34%	Closed	History

HAL - Halliburton Co.	Q4 2018	$26.58	Q3 2022	$24.62	-7.37%	Closed	History

SCCO - Southern Copper Corp.	Q4 2014	$26.67	Q4 2015	$24.70	-7.38%	Closed	History

365164Q - St Paul Cos Inc Com	Q1 2004	$40.00	Q4 2004	$37.04	-7.40%	Closed	History

IQV - IQVIA Holdings Inc.	Q2 2023	$224.77	Open	$207.83	-7.54%	Open	History

NCRB - News Corp Class B	Q4 2005	$16.61	Q2 2008	$15.35	-7.59%	Closed	History

ORCL - Oracle Corp.	Q1 2001	$14.96	Q4 2001	$13.80	-7.75%	Closed	History

571300Q - 520000 Gte Corp	Q3 1999	$76.95	Q1 2000	$70.96	-7.78%	Closed	History

MTG - MGIC Investment Corp.	Q1 1999	$35.06	Q3 2007	$32.31	-7.84%	Closed	History

BIDU - Baidu, Inc.	Q3 2015	$137.41	Q3 2020	$126.59	-7.87%	Closed	History

RSG - Republic Services, Inc.	Q4 2010	$29.86	Q3 2012	$27.51	-7.87%	Closed	History

ABT - Abbott Laboratories	Q2 2025	$136.01	Q4 2025	$125.29	-7.88%	Closed	History

PRU - Prudential Financial, Inc.	Q1 2002	$31.03	Q3 2002	$28.58	-7.90%	Closed	History

WU - The Western Union Co.	Q3 2006	$19.13	Q1 2012	$17.61	-7.95%	Closed	History

AMRZ - Amrize Ltd	Q4 2025	$54.08	Open	$49.77	-7.97%	Open	History

FITB - Fifth Third Bancorp	Q3 2005	$36.80	Q3 2007	$33.83	-8.07%	Closed	History

DDS - Dillard's, Inc.	Q1 2014	$92.43	Q1 2016	$84.91	-8.14%	Closed	History

SXT - Sensient Technologies Corp	Q1 2002	$23.02	Q3 2002	$21.13	-8.21%	Closed	History

MLCO - Melco Resorts & Entertainment Ltd.	Q3 2014	$26.29	Q3 2017	$24.12	-8.25%	Closed	History

CLX - The Clorox Co.	Q1 1999	$58.60	Q2 2004	$53.73	-8.30%	Closed	History

PG - The Procter & Gamble Co.	Q2 2025	$159.32	Open	$146.08	-8.31%	Open	History

MSFT - Microsoft Corp.	Q4 2009	$30.49	Q4 2010	$27.92	-8.43%	Closed	History

SJM.B - 32500 Smucker J M Co Cl B	Q1 1999	$17.75	Q4 1999	$16.25	-8.45%	Closed	History

3232248Q - Safeco Corp	Q3 2001	$30.33	Q2 2008	$27.68	-8.74%	Closed	History

VIAB - Viacom Inc. Cl B (new)	Q4 2008	$19.06	Q1 2009	$17.38	-8.81%	Closed	History

2IY - Cushman Wakefield Plc	Q2 2021	$17.47	Q3 2025	$15.92	-8.87%	Closed	History

INTC - Intel Corp.	Q2 2008	$21.48	Q3 2009	$19.57	-8.89%	Closed	History

9486 - 950000 Bell Atlantic Corp	Q3 1999	$67.18	Q1 2000	$61.20	-8.90%	Closed	History

1028411Q - Gillette Co	Q4 2001	$33.39	Q4 2002	$30.40	-8.95%	Closed	History

SMG - The Scotts Miracle-Gro Co.	Q2 2011	$51.31	Q4 2011	$46.69	-9.00%	Closed	History

MOO - Monsanto Co New	Q1 2014	$113.77	Q2 2016	$103.41	-9.11%	Closed	History

ADBE - Adobe Inc.	Q1 2026	$243.08	Open	$220.78	-9.17%	Open	History

GLPI - Gaming and Leisure Properties, Inc.	Q4 2013	$50.81	Q1 2024	$46.07	-9.33%	Closed	History

KDP - Keurig Dr Pepper Inc.	Q2 2024	$33.40	Open	$30.26	-9.40%	Open	History

SPLS* - Staples	Q1 2012	$16.18	Q3 2013	$14.65	-9.46%	Closed	History

COC.A - Conoco Inc Cl A	Q1 2001	$28.10	Q3 2001	$25.43	-9.50%	Closed	History

FNMA - 42922 Fannie Mae Corp	Q1 1999	$69.25	Q3 1999	$62.66	-9.52%	Closed	History

SAP - Sap Se	Q1 2026	$171.21	Open	$154.81	-9.58%	Open	History

VZ - Verizon Communications Inc.	Q1 2004	$32.85	Q3 2005	$29.69	-9.64%	Closed	History

HSII - Heidrick&struggls Intl Com	Q2 2001	$20.15	Q4 2001	$18.16	-9.88%	Closed	History

CIGI - Colliers International Group Inc.	Q1 2023	$105.53	Open	$95.09	-9.89%	Open	History

CG - The Carlyle Group Inc.	Q4 2024	$50.49	Open	$45.48	-9.92%	Open	History

DKS - DICK'S Sporting Goods, Inc.	Q2 2013	$50.05	Q2 2016	$45.03	-10.03%	Closed	History

LCX - L 3 Communications Hldgs Inc	Q1 2008	$109.33	Q3 2008	$98.33	-10.06%	Closed	History

MHK - Mohawk Industries, Inc.	Q2 2007	$100.79	Q4 2012	$90.47	-10.24%	Closed	History

NDC-W - 177000 National Data Corp Com	Q3 1999	$26.00	Q1 2001	$23.33	-10.27%	Closed	History

554254Q - 12302 Promus Hotel Corp	Q1 1999	$36.37	Q3 1999	$32.56	-10.48%	Closed	History

LMT - Lockheed Martin Corp.	Q1 2010	$83.22	Q2 2010	$74.50	-10.48%	Closed	History

ASCMA - Ascent Media Corp	Q3 2008	$24.41	Q4 2008	$21.84	-10.53%	Closed	History

ACEIX - Invesco VK Equity and Income A	Q4 2010	$8.58	Q3 2011	$7.67	-10.61%	Closed	History

LEARQ - 36105 Lear Corp.	Q1 1999	$42.69	Q4 2001	$38.14	-10.66%	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.