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
USB - U.S. Bancorp	Q2 2001	$22.79	Q4 2019	$59.41	+160.68%	Closed	History

FQX - Forest Labs Inc	Q1 2013	$38.04	Q2 2014	$99.01	+160.28%	Closed	History

HWM - Howmet Aerospace Inc.	Q1 2017	$26.34	Q1 2024	$68.43	+159.79%	Closed	History

BKNG - Booking Holdings Inc.	Q1 2018	$83.22	Q3 2025	$215.97	+159.52%	Closed	History

DISCK - Discover Financial Services Discovery Communications Cl C	Q3 2008	$14.16	Q4 2010	$36.69	+159.11%	Closed	History

XEC - Cimarex Energy	Q3 2011	$55.70	Q2 2014	$143.46	+157.56%	Closed	History

JOE - The St. Joe Co.	Q1 1999	$24.25	Q3 2005	$62.45	+157.53%	Closed	History

2987544Q - Efunds Corp	Q4 2001	$13.75	Q2 2007	$35.29	+156.65%	Closed	History

KMP - Kinder Morgan Energy Ut Ltd Pa	Q3 2002	$31.89	Q4 2013	$80.65	+152.90%	Closed	History

CVX - Chevron Corp.	Q4 2001	$44.82	Q4 2014	$112.05	+150.00%	Closed	History

CMI - Cummins Inc.	Q2 2012	$96.91	Q4 2023	$239.57	+147.21%	Closed	History

FCNCA - First Citizens BancShares, Inc.	Q1 2021	$835.78	Open	$2,062.25	+146.75%	Open	History

AIG - American International Group, Inc.	Q2 2012	$32.09	Open	$79.00	+146.18%	Open	History

OPLN - OPENLANE, Inc.	Q3 2021	$16.39	Open	$40.31	+145.94%	Open	History

TRQ - Tripos Inc	Q1 2001	$11.37	Q3 2005	$27.83	+144.77%	Closed	History

PEP - PepsiCo, Inc.	Q1 1999	$39.20	Q1 2015	$95.71	+144.16%	Closed	History

ALLY - Ally Financial Inc.	Q4 2015	$18.64	Open	$45.35	+143.29%	Open	History

SPGI - S&P Global Inc.	Q1 2019	$199.20	Q1 2025	$480.70	+141.32%	Closed	History

IGT - International Game Tec Com	Q3 2001	$42.50	Q2 2003	$102.33	+140.78%	Closed	History

LYV - Live Nation Entertainment, Inc.	Q4 2006	$22.40	Q3 2020	$53.88	+140.54%	Closed	History

COST - Costco Wholesale Corp.	Q1 2003	$30.03	Q4 2010	$72.20	+140.43%	Closed	History

EW - Edwards Lifesciences Corp.	Q3 2000	$1.54	Q3 2005	$3.70	+140.22%	Closed	History

KKR - KKR & Co. Inc.	Q4 2020	$40.49	Open	$97.21	+140.08%	Open	History

CKP - D Checkpoint Sys Inc	Q3 2000	$7.50	Q2 2004	$17.93	+139.07%	Closed	History

WBD - Warner Bros. Discovery, Inc.	Q3 2022	$11.50	Open	$27.48	+138.96%	Open	History

ALG - Alamo Group Inc.	Q1 1999	$7.87	Q3 2004	$18.71	+137.74%	Closed	History

PSX - Phillips 66	Q2 2012	$33.23	Q1 2015	$78.68	+136.77%	Closed	History

CMA - Comerica Inc	Q3 2012	$31.05	Q2 2017	$73.25	+135.91%	Closed	History

CDW - CDW Corp.	Q3 2015	$40.86	Q1 2019	$96.37	+135.85%	Closed	History

MDT - Medtronic plc	Q2 2012	$38.73	Q4 2018	$90.96	+134.86%	Closed	History

ABT - Abbott Laboratories	Q1 1999	$21.01	Q2 2015	$49.07	+133.57%	Closed	History

DATA - Tableau Software Inc	Q4 2016	$42.17	Q2 2018	$97.77	+131.85%	Closed	History

945852Q - 18934 Sprint Corp Pcs Grp Se	Q1 1999	$44.36	Q4 1999	$102.50	+131.06%	Closed	History

OMC - Omnicom Group Inc.	Q2 2002	$22.90	Q2 2007	$52.87	+130.87%	Closed	History

GM - General Motors Co.	Q2 2013	$33.31	Open	$76.87	+130.77%	Open	History

BBY - Best Buy Co., Inc.	Q3 2002	$14.87	Q2 2004	$33.82	+127.39%	Closed	History

CNO - CNO Financial Group, Inc.	Q2 2012	$7.80	Q4 2013	$17.69	+126.79%	Closed	History

CVC - Cablevision Sys Corp Cl A	Q2 2002	$9.46	Q1 2008	$21.43	+126.53%	Closed	History

ALL - The Allstate Corp.	Q3 2010	$31.55	Q1 2015	$71.10	+125.36%	Closed	History

838852Q - 128000 Heller Finl Inc Cl A	Q1 1999	$23.50	Q3 2001	$52.77	+124.55%	Closed	History

PH - Parker-Hannifin Corp.	Q1 2022	$283.76	Q4 2024	$636.03	+124.14%	Closed	History

PFG - Principal Financial Group, Inc.	Q2 2012	$26.23	Q3 2018	$58.50	+123.03%	Closed	History

THO - THOR Industries, Inc.	Q3 2011	$22.15	Q2 2013	$49.18	+122.03%	Closed	History

HOT - Starwood Hotels & Resorts	Q4 2009	$36.57	Q2 2015	$81.08	+121.71%	Closed	History

FMX - Fomento Económico Mexicano, S.A.B. de C.V.	Q4 2008	$30.13	Q2 2011	$66.49	+120.68%	Closed	History

THC - Tenet Healthcare Corp.	Q2 2006	$83.68	Open	$183.69	+119.51%	Open	History

VIAB - Viacom Inc. Cl B (new)	Q3 2009	$28.04	Q1 2013	$61.48	+119.26%	Closed	History

MHS - Medco Health Solutions Inc	Q1 2009	$29.51	Q1 2010	$64.56	+118.77%	Closed	History

ERIC - Telefonaktiebolaget LM Ericsson (publ)	Q4 2002	$3.37	Q3 2003	$7.35	+118.10%	Closed	History

JCP* - Penney J C Inc	Q1 2001	$15.99	Q1 2004	$34.78	+117.51%	Closed	History

BRK.B - Berkshire Hathaway CL B	Q4 2019	$226.50	Open	$491.09	+116.82%	Open	History

CHKP - Check Point Software Technologies Ltd.	Q4 2012	$47.64	Q1 2017	$102.66	+115.49%	Closed	History

BRKR - Bruker Corp.	Q3 2012	$13.09	Q1 2016	$28.00	+113.90%	Closed	History

CVD - D Covance Inc	Q3 2000	$8.81	Q2 2002	$18.75	+112.83%	Closed	History

COP - ConocoPhillips	Q1 2021	$52.97	Open	$111.87	+111.20%	Open	History

ADM - Archer-Daniels-Midland Co.	Q3 2005	$24.67	Q4 2014	$52.04	+110.94%	Closed	History

BA - The Boeing Co.	Q4 2010	$65.26	Q4 2013	$136.49	+109.15%	Closed	History

REGN - Regeneron Pharmaceuticals, Inc.	Q1 2018	$344.36	Q2 2023	$718.54	+108.66%	Closed	History

KS - Jpmorgan Chase & Co Com Kapstone Paper & Pack Com	Q2 2009	$47.00	Q4 2009	$98.00	+108.51%	Closed	History

JNJ - Johnson & Johnson	Q1 1999	$46.76	Q2 2015	$97.42	+108.36%	Closed	History

MPC - Marathon Petroleum Corp.	Q1 2025	$145.69	Open	$303.40	+108.25%	Open	History

SUNW - Sun Microsystems Inc Com	Q3 2002	$2.59	Q4 2004	$5.38	+107.72%	Closed	History

PG - The Procter & Gamble Co.	Q4 2001	$39.61	Q1 2015	$81.94	+106.89%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q4 1999	$40.28	Q2 2015	$83.19	+106.55%	Closed	History

SCHW - The Charles Schwab Corp.	Q3 2018	$49.15	Open	$101.10	+105.70%	Open	History

MOO - Monsanto Co New Com	Q2 2002	$17.81	Q3 2004	$36.42	+104.49%	Closed	History

LEG - Leggett & Platt, Inc.	Q2 2008	$16.77	Q2 2014	$34.27	+104.35%	Closed	History

FHCC - 3006282 51200 First Health Group Cor	Q1 1999	$16.06	Q3 2000	$32.81	+104.30%	Closed	History

BU3 - Bunge Limited	Q3 2020	$45.70	Q4 2021	$93.36	+104.29%	Closed	History

AMFIQ - Amcore Finl Inc	Q2 2005	$29.87	Q2 2007	$60.97	+104.12%	Closed	History

CFG - Citizens Financial Group, Inc.	Q2 2023	$26.08	Q3 2025	$53.16	+103.83%	Closed	History

EOR - Echostar Commntns New Cl A	Q2 2002	$18.56	Q4 2007	$37.72	+103.23%	Closed	History

BWA - BorgWarner Inc.	Q4 2012	$31.52	Open	$64.04	+103.15%	Open	History

GAP - The Gap, Inc.	Q3 2001	$11.95	Q2 2004	$24.25	+102.93%	Closed	History

MRJ - Merge Healthcare Inc	Q3 2014	$2.20	Q1 2015	$4.46	+102.73%	Closed	History

VARI - Varian Inc	Q3 2001	$25.48	Q4 2009	$51.54	+102.28%	Closed	History

BK - Bank New York Inc	Q1 2003	$20.50	Q2 2007	$41.44	+102.15%	Closed	History

FLS - Flowserve Corp.	Q2 2020	$28.52	Q4 2024	$57.52	+101.68%	Closed	History

HON - Honeywell International Inc.	Q3 2001	$24.88	Q4 2010	$50.16	+101.63%	Closed	History

WAG - Walgreen Co	Q2 2009	$29.40	Q3 2014	$59.27	+101.60%	Closed	History

CAB - Cabela's	Q2 2011	$27.15	Q3 2012	$54.68	+101.40%	Closed	History

SBUX - Starbucks Corp.	Q2 2012	$26.65	Q2 2015	$53.63	+101.24%	Closed	History

TV - Grupo Televisa, S.A.B.	Q2 2001	$10.00	Q4 2005	$20.13	+101.20%	Closed	History

3022239Q - Wendy's Intl Inc	Q1 2003	$27.52	Q4 2005	$55.21	+100.62%	Closed	History

DEO - Diageo plc	Q1 2001	$40.45	Open	$80.94	+100.10%	Open	History

FNF - Fidelity National Financial, Inc.	Q3 2014	$18.57	Q1 2018	$37.11	+99.81%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q2 2022	$377.24	Open	$751.83	+99.30%	Open	History

TRB - 540000 Tribune Co New	Q1 1999	$65.39	Q1 2000	$130.00	+98.81%	Closed	History

MLKN - MillerKnoll, Inc.	Q1 2010	$18.06	Q3 2017	$35.90	+98.78%	Closed	History

COV - Covidien	Q1 2011	$51.94	Q4 2014	$102.28	+96.92%	Closed	History

222435Q - 86832 Case Corp	Q1 1999	$25.37	Q3 1999	$49.81	+96.33%	Closed	History

TYC - Tyco Intl Ltd New Com	Q1 2009	$28.63	Q1 2012	$56.18	+96.23%	Closed	History

SQNT - 40890 Sequent Computer Syste	Q1 1999	$9.06	Q2 1999	$17.75	+95.92%	Closed	History

WY - Weyerhaeuser Co.	Q3 2009	$22.10	Q4 2009	$43.12	+95.11%	Closed	History

OAKBX - 8160 Oakmark Equity & Incom	Q1 1999	$15.03	Q1 2012	$29.19	+94.21%	Closed	History

TIRS - Mandarin Oriental Telecom Itl Spa Risp N Cv Ne	Q4 2001	$1.87	Q2 2002	$3.62	+93.58%	Closed	History

A - Agilent Technologies, Inc.	Q3 2019	$76.63	Q2 2021	$147.82	+92.90%	Closed	History

LRCX - Lam Research Corp.	Q2 2011	$5.50	Q4 2016	$10.58	+92.40%	Closed	History

MCD - McDonald's Corp.	Q2 2011	$50.67	Q1 2015	$97.45	+92.32%	Closed	History

MBFI - MB Financial	Q2 2010	$18.35	Q3 2010	$35.21	+91.88%	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.