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
DXC - DXC Technology Co.	Q4 2017	$82.09	Q1 2022	$32.63	-60.25%	Closed	History

WBR - Wyndham Intl Inc Cl A	Q1 2002	$0.91	Q3 2002	$0.36	-60.44%	Closed	History

UGLY - D Ugly Duckling Corp	Q3 2000	$7.06	Q3 2001	$2.77	-60.76%	Closed	History

UNM - Unum Group	Q2 1999	$54.76	Q3 2005	$20.52	-62.53%	Closed	History

SIG - Signet Jewelers Ltd.	Q3 2008	$23.38	Q4 2008	$8.67	-62.92%	Closed	History

CE - Celanese Corp.	Q2 2023	$115.80	Q4 2025	$42.28	-63.49%	Closed	History

IPG - Interpublic Group Cos Com	Q2 2001	$29.35	Q3 2004	$10.59	-63.92%	Closed	History

F - Ford Motor Co.	Q1 2001	$28.12	Q3 2002	$9.82	-65.08%	Closed	History

BAC - Bank of America Corp.	Q1 2004	$40.56	Q4 2008	$14.08	-65.28%	Closed	History

SPL - 16856 Schering Plough Corp	Q1 1999	$55.25	Q1 2006	$18.99	-65.63%	Closed	History

BJW - Bjs Wholesale Club Inc Com	Q1 2002	$44.70	Q2 2003	$15.06	-66.31%	Closed	History

PRM - Perimeter Solutions, Inc.	Q3 2007	$14.04	Q2 2008	$4.66	-66.81%	Closed	History

SYMM - D Symmetricom Inc	Q3 2000	$25.25	Q1 2007	$8.33	-67.01%	Closed	History

OPMR.A - Optimal Robotics Corp	Q3 2001	$24.50	Q4 2003	$7.99	-67.39%	Closed	History

MRKC - 304475 600 Merck & Co Inc	Q1 1999	$80.12	Q3 2009	$26.08	-67.45%	Closed	History

SPXC* - Spx Corp	Q2 2001	$125.18	Q4 2004	$40.06	-68.00%	Closed	History

MWA - Mueller Water Products, Inc.	Q1 2009	$15.07	Q1 2010	$4.79	-68.21%	Closed	History

1150388D - 610900 Juno Ltg Inc	Q2 1999	$19.01	Q3 2000	$5.97	-68.60%	Closed	History

SOV - Sovereign Bancorp Inc Com	Q3 2001	$9.50	Q4 2008	$2.98	-68.63%	Closed	History

TEL - TE Connectivity plc	Q3 2007	$35.43	Q1 2009	$11.04	-68.84%	Closed	History

WEN - The Wendy's Co.	Q4 2021	$23.85	Open	$7.42	-68.89%	Open	History

NOV - NOV Inc.	Q2 2009	$29.45	Q3 2020	$9.06	-69.24%	Closed	History

APA - APA Corp.	Q2 2007	$81.59	Q4 2025	$24.46	-70.02%	Closed	History

TER - Teradyne, Inc.	Q1 2001	$33.00	Q3 2002	$9.60	-70.91%	Closed	History

INFS - In Focus Systems Inc	Q1 2001	$16.37	Q2 2003	$4.72	-71.17%	Closed	History

UBB - Unibanco-Uniao De Banc Gdr Rep	Q2 2001	$25.45	Q3 2002	$7.10	-72.10%	Closed	History

XRX - Xerox Holdings Corp.	Q1 1999	$137.34	Q2 2004	$38.21	-72.18%	Closed	History

VMED - Viacom Inc. Cl B (new) Virgin Media Inc Com	Q2 2007	$29.07	Q3 2008	$7.90	-72.82%	Closed	History

RRC - Range Resources Corp.	Q1 2018	$14.55	Q3 2019	$3.80	-73.88%	Closed	History

8283846Q - Surebeam Corp	Q1 2002	$5.54	Q3 2003	$1.43	-74.19%	Closed	History

LBRDA - Liberty Broadband Corp.	Q4 2019	$116.71	Open	$29.95	-74.34%	Open	History

SPNT - SiriusPoint Ltd.	Q1 1999	$98.13	Q1 2005	$22.74	-76.83%	Closed	History

C - Citigroup Inc.	Q4 2007	$294.40	Q4 2008	$67.10	-77.21%	Closed	History

QVCAQ - Qurate Retail Inc	Q2 2018	$1,061.00	Q1 2022	$238.00	-77.57%	Closed	History

AAIG - 74994 American Intl Group In	Q1 1999	$120.59	Q2 2008	$26.45	-78.07%	Closed	History

KPPCU - Jpmorgan Chase & Co Com Kapstone Paper & Pack Unit Ex	Q2 2008	$10.50	Q1 2009	$2.30	-78.10%	Closed	History

TYI - 3897 Tyco Intl Ltd	Q1 1999	$71.68	Q3 2002	$14.10	-80.33%	Closed	History

NCC - National City Corp	Q3 2007	$25.07	Q2 2008	$4.73	-81.13%	Closed	History

ADVS - 1713562 47832 Advent Software Inc Co	Q2 1999	$67.00	Q3 2002	$11.43	-82.94%	Closed	History

TV - Grupo Televisa, S.A.B.	Q4 2015	$27.21	Q4 2022	$4.56	-83.24%	Closed	History

CMCO - Columbus McKinnon Corp.	Q3 2000	$13.88	Q2 2003	$2.32	-83.29%	Closed	History

2235894Q - Lucent Technologies Inc	Q1 2002	$4.76	Q3 2002	$0.74	-84.45%	Closed	History

ZLC - Zale Corp New	Q2 2006	$24.09	Q4 2008	$3.33	-86.18%	Closed	History

APY1EUR - Apergy Corp	Q2 2018	$41.75	Q1 2020	$5.75	-86.23%	Closed	History

WAMVX - Wasatch Fds Inc Micro Cap Valu	Q2 2008	$20.31	Q1 2012	$2.79	-86.26%	Closed	History

BLX - Banco Latinoam De Expo Cl E	Q2 2001	$36.76	Q4 2002	$4.55	-87.62%	Closed	History

6683 - 17000 General Elec Co	Q1 1999	$110.61	Q2 2021	$13.46	-87.83%	Closed	History

UPLMQ - Ultra Petroleum Corp	Q2 2012	$23.07	Q4 2015	$2.50	-89.16%	Closed	History

DLPH - Delphi Automotive Plc	Q1 2017	$80.49	Q1 2020	$8.05	-90.00%	Closed	History

SUNW - 268600 Sun Microsystems Inc C	Q1 1999	$124.94	Q4 2001	$12.29	-90.16%	Closed	History

CHKEUR - Chesapeake Energy Corp	Q4 2014	$19.57	Q3 2019	$1.41	-92.80%	Closed	History

SLCA - U S Silica Hldgs Inc	Q4 2017	$32.50	Q1 2020	$1.80	-94.46%	Closed	History

GOCO - Gohealth Inc	Q1 2021	$175.35	Q2 2022	$9.00	-94.87%	Closed	History

ELN - Elan Corp., Plc Ads	Q1 2001	$52.25	Q4 2002	$2.46	-95.29%	Closed	History

IDARQ - Idearc Inc Com	Q4 2006	$28.65	Q3 2008	$1.25	-95.64%	Closed	History

AAPL - Apple Inc.	Q1 2009	$3.75	Open	$314.86	data error	Open	History

TMO - Thermo Fisher Scientific Inc.	Q1 1999	$13.56	Q4 2014	$125.32	data error	Closed	History

LAB - Standard BioTools Inc.	Q4 2002	$23.24	Q4 2014	$107.90	data error	Closed	History

SPXC* - 9467 Spx Corp	Q1 1999	$50.44	Q3 2000	$120.94	data error	Closed	History

ORI - Old Republic International Corp.	Q1 1999	$9.73	Q1 2005	$18.65	data error	Closed	History

BRK.A - Berkshire Hathaway CL A	Q1 2001	$65,453.70	Q4 2010	$120,448.28	data error	Closed	History

OAKIX - 75712 Oakmark Intl Fund Cl I	Q1 1999	$12.41	Q1 2005	$21.58	data error	Closed	History

LMT - Lockheed Martin Corp.	Q1 1999	$37.69	Q3 2005	$61.01	data error	Closed	History

SLE - Sara Lee	Q1 2010	$133,728.00	Q1 2012	$206,688.00	data error	Closed	History

BRYG - Berkshire Hathaway Inc Cl B	Q1 2001	$2,173.41	Q4 2009	$3,287.88	data error	Closed	History

OAKSX - 142579 Oakmark Small Cap Fund	Q1 1999	$13.47	Q2 2004	$20.14	data error	Closed	History

REY - 1045000 Reynolds & Reynolds Co	Q1 1999	$19.00	Q4 2005	$28.07	data error	Closed	History

HRB - H&R Block, Inc.	Q1 1999	$11.84	Q2 2012	$15.98	data error	Closed	History

OAKEX - 3528361 Oakmark Intl Small Cap	Q1 1999	$10.74	Q1 2012	$14.36	data error	Closed	History

TBGVX - 9361 Tweedy Browne Fd Inc G	Q1 1999	$18.09	Q1 2012	$23.80	data error	Closed	History

NA - 5449 Nabisco Holdings Cl A	Q1 1999	$415.60	Q3 2000	$525.00	data error	Closed	History

118569Q - 425000 Nova Corp Ga Com	Q2 1999	$25.00	Q2 2001	$31.45	data error	Closed	History

HNZ - 1924675 22800 Heinz H J Co	Q1 1999	$47.38	Q4 2012	$57.68	data error	Closed	History

HNGR - D Hanger Orthopedic Group	Q4 1999	$10.00	Q2 2004	$11.72	data error	Closed	History

OAKGX - 62085 Oakmark Global Fund	Q3 1999	$9.18	Q3 2000	$10.39	data error	Closed	History

MAS - Masco Corp.	Q1 1999	$24.82	Q2 2005	$27.91	data error	Closed	History

FDCP - 282230 6300 First Data Corp	Q1 1999	$42.75	Q2 2004	$44.52	data error	Closed	History

AAPL - Apple Inc.	Q4 1999	$0.92	Q4 1999	$0.92	data error	Closed	History

AMZN - Amazon.com, Inc.	Q3 2009	$1.70	Q3 2009	$1.70	data error	Closed	History

BDK - 71400 Black & Decker Corp	Q1 1999	$55.44	Q4 2009	$54.27	data error	Closed	History

0910150D - D Hilton Hotels Corp	Q4 1999	$9.62	Q3 2000	$9.38	data error	Closed	History

NKE - NIKE, Inc.	Q1 1999	$7.21	Q4 2001	$7.03	data error	Closed	History

EVHMX - 51742 Eaton Vance Muns Tr Na	Q2 1999	$10.17	Q1 2003	$9.64	data error	Closed	History

VWNDX - 3764 Vanguard/Windsor Fd In	Q1 1999	$16.07	Q1 2001	$15.20	data error	Closed	History

WAMUQ - 11192 Washington Mut Inc Com	Q1 1999	$40.87	Q2 2004	$38.64	data error	Closed	History

3621240Q - 155400 Bank One Corp	Q1 1999	$55.06	Q2 2004	$51.00	data error	Closed	History

SLE - 5733 SAra Lee Corp	Q1 1999	$237,504.00	Q4 2001	$213,504.00	data error	Closed	History

CEN - D Ceridian Corp Com	Q4 1999	$21.56	Q1 2001	$18.50	data error	Closed	History

FJ - 3108 Fort James Corp.	Q1 1999	$31.69	Q3 2000	$23.12	data error	Closed	History

WGRNX - Wintergreen Fd Inc Com	Q3 2008	$21.85	Q1 2012	$14.63	data error	Closed	History

PHIGX - 147985 Putnam High Yield Tr S	Q2 1999	$10.75	Q1 2003	$7.11	data error	Closed	History

2892037Q - 640000 Dial Corp New	Q1 1999	$34.37	Q2 2002	$20.00	data error	Closed	History

GLC - 215000 Galileo Intl Inc	Q3 1999	$40.25	Q1 2001	$21.90	data error	Closed	History

MU - Micron Technology, Inc.	Q1 2007	$12.08	Q2 2008	$6.00	data error	Closed	History

USI-W - 564170 U S Inds Inc New	Q1 1999	$16.44	Q1 2001	$5.84	data error	Closed	History

USG - 5720 U S G Corp New	Q1 1999	$51.37	Q1 2001	$15.28	data error	Closed	History

MCSIQ - Mcsi Inc	Q3 2001	$16.11	Q1 2003	$0.34	data error	Closed	History

CDEV - Centennial Resource Dev Inc	Q2 2018	$18.06	Q1 2020	$0.26	data error	Closed	History

WAMUQ - Washington Mut Inc Com	Q1 2008	$10.30	Q3 2008	$0.07	data error	Closed	History

3080867Q - D Maytag Corp	Q1 2000	$329,576,272.70	Q3 2002	$23.17	data error	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.