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
RHI - Robert Half Inc.	Q3 2007	$29.86	Q3 2012	$26.63	-10.82%	Closed	History

3277Q - 520000 Morgan J P & Co Inc	Q1 1999	$123.58	Q3 2000	$110.12	-10.89%	Closed	History

DLCA - Dell Inc	Q3 2007	$27.60	Q4 2007	$24.51	-11.20%	Closed	History

WTFC - Wintrust Financial Corp.	Q4 2006	$48.00	Q3 2007	$42.60	-11.25%	Closed	History

ABKFQ - Ambac Financial Group Inc	Q1 2001	$63.52	Q4 2002	$56.17	-11.57%	Closed	History

CSCO - Cisco Systems, Inc.	Q3 2023	$53.76	Q2 2024	$47.51	-11.63%	Closed	History

SBUX - Starbucks Corp.	Q1 1999	$3.51	Q3 1999	$3.10	-11.65%	Closed	History

BNY - The Bank of New York Mellon Cor	Q4 2009	$27.97	Q2 2010	$24.69	-11.73%	Closed	History

MMHYX - Mun Ser Tr Iii Mun Hi Incm A	Q1 2007	$8.50	Q3 2009	$7.50	-11.76%	Closed	History

2727195Q - 8576795 72448 Household Intl Inc Com	Q1 1999	$45.62	Q3 1999	$40.19	-11.90%	Closed	History

COF - Capital One Financial Corp.	Q1 2007	$75.46	Q3 2007	$66.43	-11.97%	Closed	History

SUU - Suntrust Bks Inc Com	Q4 2001	$62.57	Q1 2008	$55.07	-11.99%	Closed	History

FUL - H.B. Fuller Co.	Q1 1999	$14.74	Q4 2002	$12.94	-12.18%	Closed	History

TOMKF - 13500 Tomkins Plc Ord	Q1 1999	$3.69	Q4 1999	$3.24	-12.20%	Closed	History

ABKFQ - 3340 Ambac Financial Group	Q1 1999	$54.00	Q3 1999	$47.37	-12.28%	Closed	History

INTC - Intel Corp.	Q1 1999	$29.72	Q2 2005	$26.06	-12.32%	Closed	History

TOMKF - D Tomkins Plc	Q3 2000	$3.23	Q2 2001	$2.83	-12.38%	Closed	History

2246800Q - 4874891 100300 Prime Hospitality Corp	Q1 1999	$9.92	Q3 2003	$8.69	-12.40%	Closed	History

AMA - Advanced Medical Optics Inc	Q1 2008	$20.30	Q3 2008	$17.78	-12.41%	Closed	History

SPL - Schering Plough Corp	Q2 2007	$30.44	Q4 2007	$26.64	-12.48%	Closed	History

FICO - Fair Isaac Corp.	Q2 2004	$33.38	Q3 2004	$29.20	-12.52%	Closed	History

GPC - Genuine Parts Co.	Q3 2024	$139.68	Open	$122.16	-12.54%	Open	History

MOO - Monsanto	Q4 2009	$81.75	Q1 2010	$71.42	-12.64%	Closed	History

WAG - 7700 Walgreen Co	Q1 1999	$28.25	Q4 2008	$24.67	-12.67%	Closed	History

FANG - Diamondback Energy, Inc.	Q1 2024	$198.17	Q3 2024	$172.40	-13.00%	Closed	History

2341302Q - 1351725 50100 Sonus Corp Com	Q1 1999	$4.60	Q3 1999	$4.00	-13.04%	Closed	History

JPM - JPMorgan Chase & Co.	Q1 2001	$44.90	Q2 2001	$38.94	-13.27%	Closed	History

TKN - D Teekay Shipping Corp	Q3 2000	$32.87	Q3 2002	$28.50	-13.29%	Closed	History

MDLZ - Mondelez International, Inc.	Q1 2025	$67.85	Open	$58.80	-13.34%	Open	History

HEW - Hewitt Associates	Q1 2010	$39.77	Q2 2010	$34.46	-13.35%	Closed	History

OSK - Oshkosh Corp.	Q1 2011	$79.08	Q2 2011	$68.42	-13.48%	Closed	History

BA - The Boeing Co.	Q1 2010	$72.61	Q2 2010	$62.75	-13.58%	Closed	History

SLASX - 135333 Selected Amern Shs Inc	Q1 1999	$32.26	Q3 2001	$27.88	-13.58%	Closed	History

WMCVX - Wasatch Fds Inc Small Cap Val	Q3 2001	$3.74	Q3 2002	$3.23	-13.64%	Closed	History

AMAT - Applied Materials, Inc.	Q4 2009	$13.94	Q2 2010	$12.02	-13.77%	Closed	History

DRI - Darden Restaurants, Inc.	Q1 1999	$12.29	Q1 2000	$10.59	-13.86%	Closed	History

WWY - 3700 Wrigley Wm Jr Co	Q1 1999	$90.42	Q2 2008	$77.80	-13.96%	Closed	History

LBTYK - Liberty Global Ltd.	Q3 2017	$17.12	Q4 2021	$14.71	-14.10%	Closed	History

KATE - Kate Spade & Co	Q2 2015	$21.54	Q2 2017	$18.49	-14.16%	Closed	History

PRE - 6700 700 Partnerre Ltd	Q1 1999	$470.93	Q3 1999	$404.07	-14.20%	Closed	History

SBFL - 1093600 3000 Finger Lakes Financial	Q1 1999	$11.37	Q3 1999	$9.75	-14.25%	Closed	History

2951 - Philip Morris Cos Inc	Q1 2001	$47.45	Q4 2002	$40.54	-14.56%	Closed	History

GWSV - 12714 Glacier Water Svcs Inc	Q1 1999	$20.48	Q1 2003	$17.49	-14.60%	Closed	History

MWA - Mueller Water Products, Inc.	Q2 2006	$17.42	Q4 2006	$14.86	-14.70%	Closed	History

3393199Q - 1700867 47100 Anheuser Busch Cos Inc	Q1 1999	$76.12	Q3 2008	$64.88	-14.77%	Closed	History

GNRC - Generac Holdings Inc.	Q4 2014	$46.70	Q2 2015	$39.77	-14.84%	Closed	History

WDAY - Workday, Inc.	Q4 2019	$164.45	Open	$139.81	-14.98%	Open	History

MOLX - D Molex Inc	Q4 1999	$56.68	Q3 2000	$48.16	-15.03%	Closed	History

TROW - T. Rowe Price Group, Inc.	Q3 2014	$78.40	Q3 2016	$66.50	-15.18%	Closed	History

IDXX - IDEXX Laboratories, Inc.	Q3 2025	$638.89	Open	$540.68	-15.37%	Open	History

BDX - Becton, Dickinson and Co.	Q4 2024	$178.36	Open	$150.65	-15.53%	Open	History

WMS - Advanced Drainage Systems, Inc.	Q2 2011	$30.72	Q3 2013	$25.95	-15.53%	Closed	History

BP - BP p.l.c.	Q1 2001	$49.61	Q2 2013	$41.74	-15.86%	Closed	History

1411467D - Coca Cola Enterprises Com	Q1 2004	$24.18	Q1 2006	$20.34	-15.88%	Closed	History

IBCIQ - 31777 Interstate Bakeries Co	Q1 1999	$21.56	Q4 1999	$18.13	-15.91%	Closed	History

6684 - Hewlett-Packard	Q4 2009	$51.51	Q2 2010	$43.28	-15.98%	Closed	History

SRI - D Stoneridge Inc	Q3 2000	$8.75	Q1 2001	$7.35	-16.00%	Closed	History

2942695Q - 28974 Acnielsen Corp	Q1 1999	$27.13	Q3 1999	$22.69	-16.37%	Closed	History

3242107Q - Western Wireless Corp Com Cl A	Q3 2001	$33.80	Q4 2001	$28.20	-16.57%	Closed	History

IWS - iShares Russell Mid-Cap Value ETF	Q4 2007	$46.99	Q3 2008	$39.20	-16.58%	Closed	History

CPB - The Campbell's Co.	Q2 1999	$46.38	Q4 1999	$38.68	-16.60%	Closed	History

AMB - 3348780 38800 Fortune Brands Inc	Q1 1999	$38.69	Q3 1999	$32.25	-16.65%	Closed	History

VIA.B - Viacom Inc Cl B	Q2 2003	$43.66	Q4 2004	$36.39	-16.65%	Closed	History

FHN1 - Fila Hldg Spa Sponsored Adr	Q4 2002	$1.32	Q2 2003	$1.10	-16.67%	Closed	History

SYD - Sybron Dental Specialties In W	Q1 2001	$21.00	Q1 2003	$17.45	-16.90%	Closed	History

LCX - L 3 Communications Hldgs Inc	Q3 2009	$80.32	Q4 2011	$66.68	-16.98%	Closed	History

VCI - D Valassis Communicatns	Q4 1999	$42.27	Q4 2004	$35.00	-17.20%	Closed	History

PGR - The Progressive Corp.	Q3 2007	$19.41	Q1 2008	$16.07	-17.21%	Closed	History

CNH - CNH Industrial N.V.	Q4 2020	$12.61	Open	$10.42	-17.37%	Open	History

LW - Lamb Weston Holdings, Inc.	Q3 2024	$64.74	Q1 2025	$53.30	-17.67%	Closed	History

7CF - 7873139 190008 Cedar Fair L P Deposit	Q1 1999	$24.75	Q3 1999	$20.37	-17.70%	Closed	History

GR - Goodrich B F Co Com	Q1 2001	$38.37	Q1 2002	$31.58	-17.70%	Closed	History

TGI - Triumph Group Inc New	Q1 2013	$78.50	Q1 2014	$64.56	-17.76%	Closed	History

OAKIX - Oakmark Intl Fund Cl I	Q3 2005	$23.52	Q1 2012	$19.33	-17.81%	Closed	History

3306180Q - Central Parking Corp	Q1 2001	$18.20	Q4 2003	$14.93	-17.97%	Closed	History

PFE - Pfizer Inc.	Q1 2001	$38.86	Q2 2015	$31.77	-18.24%	Closed	History

RL - Ralph Lauren Corp.	Q1 2014	$160.93	Q1 2015	$131.50	-18.29%	Closed	History

MLM - Martin Marietta Materials, Inc.	Q3 1999	$39.94	Q3 2002	$32.56	-18.48%	Closed	History

GE - GE Aerospace	Q3 2021	$64.19	Q4 2022	$52.20	-18.67%	Closed	History

GON - 13150 Geon Company	Q1 1999	$22.75	Q3 2000	$18.50	-18.68%	Closed	History

AON-W - Aon Corp.	Q2 2002	$29.48	Q4 2003	$23.95	-18.76%	Closed	History

TGT - Target Corp.	Q1 2001	$36.08	Q1 2003	$29.24	-18.96%	Closed	History

PRGO - Perrigo Co. plc	Q2 2020	$55.25	Q4 2020	$44.73	-19.04%	Closed	History

VSTS - Vestis Corporation	Q2 2024	$12.23	Q1 2025	$9.90	-19.05%	Closed	History

929530Q - Burlington Res Inc	Q1 2001	$44.75	Q2 2004	$36.18	-19.15%	Closed	History

BX - Blackstone Inc.	Q4 2025	$154.14	Open	$124.56	-19.19%	Open	History

PPMIQ - 32531 Pmi Group, Inc.	Q1 1999	$46.37	Q1 2004	$37.39	-19.37%	Closed	History

ROP - Roper Technologies, Inc.	Q1 2001	$17.90	Q1 2003	$14.43	-19.39%	Closed	History

BAX - Baxter International Inc.	Q3 2001	$29.91	Q2 2002	$24.10	-19.42%	Closed	History

TXU - D Txu Corp	Q3 2000	$29.50	Q4 2003	$23.74	-19.53%	Closed	History

COV - Covidien Ltd	Q3 2007	$41.50	Q1 2009	$33.24	-19.90%	Closed	History

TCOM - Trip.com Group Ltd.	Q3 2021	$30.75	Q4 2021	$24.62	-19.93%	Closed	History

DIS - The Walt Disney Co.	Q4 2008	$22.69	Q1 2009	$18.16	-19.96%	Closed	History

AMTD - Td Ameritrade Hldg Corp	Q4 2018	$293.70	Q3 2020	$234.90	-20.02%	Closed	History

BRK.A - Berkshire Hathaway CL A	Q2 1999	$68,900.00	Q3 1999	$55,000.00	-20.17%	Closed	History

CWK - Cushman & Wakefield Ltd.	Q4 2025	$16.19	Open	$12.87	-20.51%	Open	History

ODP - 87847 Office Depot Inc Com	Q1 1999	$37.42	Q3 2005	$29.70	-20.63%	Closed	History

RVTY - Revvity, Inc.	Q1 2007	$24.22	Q3 2011	$19.21	-20.69%	Closed	History

GEHC - GE HealthCare Technologies Inc.	Q2 2024	$77.92	Open	$61.66	-20.87%	Open	History

CRM - Salesforce, Inc.	Q1 2021	$211.87	Open	$167.56	-20.91%	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.