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
DUK - Duke Energy Corp.	Q2 2002	$54.22	Q4 2003	$35.65	-34.24%	Closed	History

THS - Treehouse Foods Inc Com	Q2 2005	$28.51	Q4 2005	$18.72	-34.34%	Closed	History

AIPC - American Italian Pasta	Q1 2004	$39.93	Q3 2004	$26.15	-34.51%	Closed	History

DLCA - Dell Inc	Q2 2008	$21.88	Q1 2013	$14.33	-34.51%	Closed	History

JOREQ - 1073700 Jore Corporation	Q3 1999	$11.94	Q4 1999	$7.81	-34.59%	Closed	History

GLH - 315000 Gallaher Group Plc Ads	Q1 1999	$23.49	Q4 1999	$15.36	-34.61%	Closed	History

ALL - The Allstate Corp.	Q1 1999	$37.06	Q4 1999	$24.06	-35.08%	Closed	History

AXTA - Axalta Coating Systems Ltd.	Q4 2015	$26.65	Q1 2020	$17.28	-35.16%	Closed	History

RRD - Donnelley R R & Sons Co	Q3 2001	$27.06	Q4 2010	$17.47	-35.44%	Closed	History

WMG - Warner Music Group Corp.	Q3 2021	$42.74	Open	$27.58	-35.47%	Open	History

9489 - 1393699 1250 At&t Corp	Q1 1999	$79.81	Q4 1999	$50.81	-36.34%	Closed	History

PG - The Procter & Gamble Co.	Q2 1999	$44.67	Q3 2000	$28.39	-36.45%	Closed	History

BKR - Baker Hughes Co.	Q3 2017	$36.62	Q3 2019	$23.19	-36.67%	Closed	History

MTN - Vail Resorts, Inc.	Q1 2023	$233.68	Open	$147.64	-36.82%	Open	History

3307381Q - 46700 Trammell Crow	Q1 1999	$18.50	Q4 1999	$11.62	-37.19%	Closed	History

MDT - Medtronic plc	Q3 2008	$50.10	Q4 2008	$31.42	-37.29%	Closed	History

HST - Host Hotels & Resorts, Inc.	Q1 1999	$10.90	Q1 2003	$6.78	-37.74%	Closed	History

DISCK - Discovery Communicatns New	Q2 2012	$50.09	Q2 2015	$31.07	-37.97%	Closed	History

LBRDK - Liberty Broadband Corp.	Q4 2015	$48.56	Open	$30.03	-38.16%	Open	History

WD5 - Wyndham Worldwide Copr	Q3 2006	$27.96	Q4 2006	$17.23	-38.38%	Closed	History

BBY - Best Buy Co., Inc.	Q4 2010	$34.29	Q2 2012	$20.96	-38.87%	Closed	History

IPCR - 420000 Ipc Holdings Ltd	Q1 1999	$19.87	Q1 2000	$12.06	-39.31%	Closed	History

FNMA - Fannie Mae Corp	Q1 2001	$79.58	Q2 2006	$48.11	-39.55%	Closed	History

NKE - NIKE, Inc.	Q2 2025	$71.04	Open	$42.86	-39.67%	Open	History

GMST - Gemstar-Tv Guide Intl Com	Q2 2002	$5.39	Q4 2002	$3.25	-39.70%	Closed	History

GRFS - Grifols, S.A.	Q1 2022	$11.68	Open	$7.02	-39.90%	Open	History

TBL - Timberland Co Cl A	Q3 2005	$19.23	Q4 2008	$11.55	-39.94%	Closed	History

MAS - Masco Corp.	Q4 2005	$26.53	Q3 2008	$15.76	-40.58%	Closed	History

1028411Q - 1016350 42400 Gillette Co	Q1 1999	$59.46	Q3 2000	$34.90	-41.31%	Closed	History

LEN - Lennar Corp.	Q2 2002	$29.13	Q4 2007	$17.03	-41.55%	Closed	History

RBK - 649375 3400 Reebok Intl Ltd	Q1 1999	$15.87	Q1 2000	$9.24	-41.78%	Closed	History

3080867Q - Maytag Corp	Q1 2004	$31.57	Q3 2004	$18.37	-41.81%	Closed	History

CSCO - Cisco Systems, Inc.	Q4 2001	$18.08	Q3 2002	$10.49	-41.98%	Closed	History

CSCO - Cisco Systems, Inc.	Q1 1999	$27.41	Q1 2001	$15.82	-42.27%	Closed	History

IWD - iShares Russell 1000 Value ETF	Q3 2007	$85.95	Q4 2008	$49.52	-42.39%	Closed	History

SBC - 9702 Sbc Communications Inc	Q1 1999	$47.16	Q4 2002	$27.08	-42.58%	Closed	History

3017264Q - 770000 Servicemaster Co	Q1 1999	$20.32	Q4 2003	$11.65	-42.67%	Closed	History

ARMGQ - 8506 Arm Finl Grp Inc Cl A	Q1 1999	$14.94	Q2 1999	$8.50	-43.11%	Closed	History

845780Q - Albertsons Inc Com	Q1 2002	$33.14	Q1 2003	$18.85	-43.12%	Closed	History

373705Q - 2121128 62300 Intl Multifoods Corp	Q1 1999	$23.31	Q4 1999	$13.25	-43.16%	Closed	History

MWA.B - Mueller Water Products Inc-B	Q4 2006	$14.90	Q4 2008	$8.44	-43.36%	Closed	History

CXO - Concho Res Inc	Q2 2019	$103.18	Q4 2020	$58.35	-43.45%	Closed	History

653707Q - At&t Corp	Q4 2002	$26.11	Q2 2004	$14.67	-43.81%	Closed	History

GPN - Global Payments Inc.	Q4 2021	$135.18	Open	$75.89	-43.86%	Open	History

SWY - D SAfeway Inc Com New	Q3 2000	$45.14	Q2 2004	$25.34	-43.86%	Closed	History

ECA - EnCana (US shs)	Q4 2009	$32.39	Q4 2013	$18.05	-44.27%	Closed	History

BEN - Franklin Resources, Inc.	Q1 2008	$32.33	Q1 2009	$17.96	-44.46%	Closed	History

RIG - Transocean Ltd.	Q1 2010	$86.38	Q3 2011	$47.74	-44.73%	Closed	History

AAL - American Airlines Group Inc.	Q4 2017	$52.03	Q4 2019	$28.68	-44.88%	Closed	History

AWE - At&t Wireless Svcs Inc Com	Q3 2001	$14.94	Q2 2003	$8.21	-45.05%	Closed	History

QULMY - Quilmes	Q2 2001	$21.00	Q3 2001	$11.50	-45.24%	Closed	History

LIVN - LivaNova PLC	Q4 2017	$79.92	Q1 2023	$43.58	-45.47%	Closed	History

ADT - ADT Inc.	Q1 2018	$7.93	Q1 2020	$4.32	-45.52%	Closed	History

2235894Q - 1279342 20724 Lucent Technologies In	Q1 1999	$108.09	Q3 2000	$58.32	-46.04%	Closed	History

UAMY - United States Antimony Corp.	Q3 2014	$1.27	Q1 2015	$0.68	-46.46%	Closed	History

AGYS - Agilysys, Inc.	Q3 2003	$8.79	Q2 2009	$4.69	-46.64%	Closed	History

APC - Anadarko Pete Corp Com	Q2 2005	$82.14	Q3 2006	$43.82	-46.65%	Closed	History

CRI - Carter's, Inc.	Q2 2007	$25.94	Q2 2008	$13.82	-46.72%	Closed	History

PTMK - Pathmark Stores New Com	Q1 2001	$17.20	Q3 2002	$9.15	-46.80%	Closed	History

CVS - CVS Health Corp.	Q1 2001	$29.25	Q3 2003	$15.53	-46.90%	Closed	History

MEAS - Measurement Specialties	Q3 2001	$9.89	Q2 2003	$5.25	-46.92%	Closed	History

IT - Gartner, Inc.	Q4 2025	$252.28	Open	$132.97	-47.29%	Open	History

ACVA - Acv Auctions Inc	Q4 2021	$18.84	Q3 2025	$9.91	-47.40%	Closed	History

MBGAF - Daimler Chrysler Ag	Q1 1999	$85.82	Q1 2001	$44.58	-48.05%	Closed	History

7CF - Cedar Fair L P Depositry Unit	Q1 2001	$22.20	Q4 2009	$11.40	-48.65%	Closed	History

BC - Brunswick Corp.	Q2 2003	$25.02	Q3 2008	$12.79	-48.88%	Closed	History

WY - Weyerhaeuser Co.	Q3 2008	$60.58	Q4 2008	$30.61	-49.47%	Closed	History

3423152Q - 7000 Electronic Data System	Q1 1999	$48.69	Q4 2003	$24.54	-49.60%	Closed	History

950967Q - D American General Corp	Q4 1999	$75.87	Q1 2001	$38.24	-49.60%	Closed	History

CMCO - Columbus McKinnon Corp.	Q1 1999	$20.13	Q4 1999	$10.13	-49.68%	Closed	History

GCVRZ - Sanofi Contingent Rts 12/31/20	Q2 2011	$2.41	Q4 2011	$1.21	-49.79%	Closed	History

SPNT - SiriusPoint Ltd.	Q3 2007	$19.00	Q2 2008	$9.50	-50.00%	Closed	History

RDC - Rowan Companies Plc	Q2 2013	$34.06	Q4 2015	$16.95	-50.23%	Closed	History

9489 - D At&t Corp	Q3 2000	$31.81	Q1 2002	$15.70	-50.64%	Closed	History

FLUT - Flutter Entertainment plc	Q1 2025	$221.55	Open	$108.47	-51.04%	Open	History

PHG - Koninklijke Philips N.V.	Q1 2022	$30.69	Q4 2022	$14.99	-51.16%	Closed	History

TYCN - Tyco Intl Ltd New Com	Q3 2007	$44.34	Q4 2008	$21.60	-51.29%	Closed	History

NCRA - News Corp Class A	Q4 2004	$559.80	Q4 2008	$272.40	-51.34%	Closed	History

DPHIQ - Delphi Corp	Q3 2004	$9.29	Q1 2005	$4.48	-51.78%	Closed	History

GATX - GATX Corp.	Q3 2000	$34.00	Q2 2003	$16.35	-51.91%	Closed	History

CZN - 975750 Crane Co Com	Q3 1999	$22.44	Q4 2001	$10.66	-52.50%	Closed	History

SMCO - 39000 SAmes Corp	Q2 1999	$19.88	Q1 2001	$9.40	-52.72%	Closed	History

8222 - Limited Inc	Q1 1999	$39.62	Q2 2004	$18.70	-52.80%	Closed	History

THO - THOR Industries, Inc.	Q1 2007	$39.39	Q2 2009	$18.36	-53.39%	Closed	History

FLEX - Flex Ltd.	Q1 2018	$12.31	Q4 2018	$5.73	-53.40%	Closed	History

BAX - Baxter International Inc.	Q1 2016	$41.08	Q4 2025	$19.11	-53.48%	Closed	History

DHI - D.R. Horton, Inc.	Q2 2006	$23.82	Q2 2008	$10.85	-54.45%	Closed	History

DFZ - 1031251 Barry (r.g.)	Q1 1999	$8.75	Q4 1999	$3.94	-54.97%	Closed	History

DNOW - DNOW Inc.	Q2 2014	$36.21	Q4 2015	$15.82	-56.31%	Closed	History

FISV - Fiserv, Inc.	Q4 2020	$113.86	Open	$49.54	-56.49%	Open	History

HOG - Harley-Davidson, Inc.	Q2 2003	$39.86	Q4 2008	$16.97	-57.43%	Closed	History

WATS - Watson Pharmaceuticals Com	Q3 2001	$54.71	Q2 2006	$23.28	-57.45%	Closed	History

ELN - 583100 Elan Plc Adr	Q1 1999	$69.71	Q4 1999	$29.53	-57.64%	Closed	History

KN - Knowles Corp.	Q1 2014	$31.57	Q4 2015	$13.33	-57.78%	Closed	History

DFZ - D Barry (r.g.)	Q3 2000	$3.87	Q2 2004	$1.63	-57.88%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q1 1999	$61.02	Q4 2004	$25.62	-58.01%	Closed	History

CRTO - Criteo S A	Q3 2017	$41.50	Q4 2019	$17.33	-58.24%	Closed	History

EFII - Electronics For Imagng Com	Q1 2007	$23.45	Q4 2008	$9.56	-59.23%	Closed	History

WFTIQ - Weatherford Intl Plc	Q1 2017	$6.65	Q3 2018	$2.71	-59.25%	Closed	History

UA - Under Armour, Inc.	Q2 2017	$20.16	Q1 2020	$8.06	-60.02%	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.