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
TWX - Time Warner Inc Com	Q4 2008	$30.18	Q2 2013	$57.87	+91.75%	Closed	History

8222 - Limited Brands Inc Com	Q4 2008	$10.04	Q4 2009	$19.24	+91.63%	Closed	History

CRBG - Corebridge Financial, Inc.	Q1 2023	$16.02	Open	$30.68	+91.51%	Open	History

MO - Altria Group, Inc.	Q2 2011	$26.45	Q1 2015	$49.99	+89.00%	Closed	History

SNI - Scripps Network Interactive	Q3 2008	$36.31	Q1 2015	$68.55	+88.79%	Closed	History

ARNC - Arconic Corporation	Q2 2020	$13.93	Q1 2023	$26.23	+88.30%	Closed	History

MAS - Masco Corp.	Q4 2018	$29.24	Q4 2020	$54.93	+87.86%	Closed	History

AMGN - Amgen Inc.	Q1 1999	$37.44	Q3 2000	$70.26	+87.69%	Closed	History

MOLXA - Molex Inc Cl A	Q3 2001	$24.31	Q1 2008	$45.62	+87.66%	Closed	History

TDY - Teledyne Technologies Inc.	Q1 2010	$41.27	Q2 2013	$77.35	+87.42%	Closed	History

GDT - Guidant Corp Com	Q2 2001	$36.00	Q2 2005	$67.28	+86.89%	Closed	History

HON - Honeywell International Inc.	Q2 2012	$52.64	Q1 2015	$98.22	+86.59%	Closed	History

EFX - Equifax Inc.	Q4 2009	$30.89	Q1 2013	$57.59	+86.44%	Closed	History

HOG - Harley-Davidson, Inc.	Q3 2009	$23.00	Q1 2018	$42.87	+86.39%	Closed	History

AMB - Fortune Brands Inc	Q1 2001	$34.15	Q3 2011	$63.61	+86.27%	Closed	History

STLA - Stellantis N.V.	Q2 2015	$9.56	Q1 2021	$17.79	+86.10%	Closed	History

PINS - Pinterest, Inc.	Q4 2019	$18.64	Q1 2024	$34.67	+86.00%	Closed	History

CMCSK - Comcast Corp Cl A Spl	Q4 2002	$22.59	Q4 2006	$41.88	+85.39%	Closed	History

BAX - Baxter International Inc.	Q1 2003	$10.12	Q4 2004	$18.76	+85.30%	Closed	History

CNMD - CONMED Corp.	Q1 2001	$12.79	Q4 2005	$23.66	+84.94%	Closed	History

KS - Kapstone Paper & Packaging C	Q2 2012	$158.50	Q4 2014	$293.00	+84.86%	Closed	History

IBM - International Business Machines Corp.	Q1 1999	$84.72	Q2 2015	$155.41	+83.43%	Closed	History

AMZN - Amazon.com, Inc.	Q2 2014	$16.24	Q1 2016	$29.68	+82.76%	Closed	History

PNRG - Pentair Inc Com	Q3 2006	$26.19	Q1 2012	$47.61	+81.79%	Closed	History

ESL - Esterline Technologies Corp	Q3 2012	$56.13	Q4 2013	$101.95	+81.63%	Closed	History

0860320D - Ceridian Corp New Com	Q2 2001	$19.13	Q3 2007	$34.74	+81.60%	Closed	History

NDAQ - Nasdaq, Inc.	Q2 2019	$32.06	Q4 2023	$58.14	+81.37%	Closed	History

ITRI - Itron, Inc.	Q3 2013	$42.83	Q3 2017	$77.45	+80.83%	Closed	History

CSWC - Capital Southwest Corp	Q2 2012	$9.44	Q1 2015	$17.03	+80.38%	Closed	History

DAL - Delta Air Lines, Inc.	Q1 2024	$47.87	Open	$85.51	+78.63%	Open	History

GREY - Grey Global Group Inc	Q3 2001	$553.00	Q2 2004	$984.99	+78.12%	Closed	History

ATR - AptarGroup, Inc.	Q4 2002	$15.60	Q1 2006	$27.60	+76.95%	Closed	History

DIG1 - Directv	Q3 2012	$52.46	Q2 2015	$92.77	+76.84%	Closed	History

SKO - Shopko Stores Inc Com	Q1 2001	$8.00	Q2 2004	$14.14	+76.75%	Closed	History

AMTD - TD Ameritrade	Q2 2011	$202.14	Q1 2018	$355.38	+75.81%	Closed	History

ALV - Autoliv, Inc.	Q1 2012	$48.31	Q1 2015	$84.85	+75.65%	Closed	History

WAT - Waters Corp.	Q2 2002	$26.70	Q4 2004	$46.78	+75.21%	Closed	History

HUM - Humana Inc.	Q3 2019	$255.67	Q2 2023	$447.13	+74.89%	Closed	History

NVST - Envista Holdings Corp.	Q1 2020	$14.94	Open	$26.11	+74.77%	Open	History

B6B - Blue Buffalo Pet Prods Inc	Q2 2017	$22.81	Q1 2018	$39.81	+74.53%	Closed	History

LW - Lamb Weston Holdings, Inc.	Q1 2022	$59.91	Q1 2023	$104.52	+74.46%	Closed	History

NVDA - NVIDIA Corp.	Q3 2024	$121.44	Open	$211.80	+74.41%	Open	History

MO - Altria Group, Inc.	Q1 2003	$29.97	Q4 2007	$52.24	+74.31%	Closed	History

CXO - Concho Resources	Q1 2010	$50.36	Q4 2010	$87.67	+74.09%	Closed	History

BRK.A - Berkshire Hathaway CL A	Q2 2012	$124,945.45	Q1 2015	$217,500.00	+74.08%	Closed	History

SYBG - Sybase Inc Com	Q2 2002	$10.55	Q2 2005	$18.35	+73.93%	Closed	History

DRI - Darden Restaurants, Inc.	Q2 2003	$16.97	Q2 2005	$29.48	+73.76%	Closed	History

TDC - Teradata Corp.	Q4 2007	$30.46	Q1 2011	$52.88	+73.60%	Closed	History

MBI - MBIA Inc.	Q4 1999	$35.19	Q3 2007	$61.08	+73.59%	Closed	History

BRK.B - Berkshire Hathaway CL B	Q2 2012	$83.33	Q1 2015	$144.35	+73.23%	Closed	History

RTR$ - 840200 Reuters Grp Plc Spon A	Q3 1999	$68.89	Q1 2000	$119.16	+72.97%	Closed	History

HNT - Health Net	Q1 2012	$39.72	Q4 2015	$68.46	+72.36%	Closed	History

WWYWB - Wrigley Wm Jr Co Cl B	Q2 2006	$45.34	Q2 2008	$77.95	+71.92%	Closed	History

CLGX - Corelogic Inc	Q4 2017	$46.21	Q1 2021	$79.29	+71.59%	Closed	History

WTW - Willis Towers Watson Public Ltd. Co.	Q1 2016	$118.66	Q4 2019	$201.94	+70.18%	Closed	History

2777284Z - Dow Chemical Company Dr Pepper Snapple Group	Q2 2008	$20.98	Q3 2010	$35.54	+69.40%	Closed	History

MEDI - Medimmune Inc Com	Q1 2004	$23.08	Q1 2007	$39.07	+69.28%	Closed	History

CRM - Salesforce, Inc.	Q3 2019	$148.44	Q3 2020	$251.25	+69.26%	Closed	History

PRY.A - 20250 Pittway Corp Del Cl A	Q1 1999	$26.50	Q4 1999	$44.82	+69.13%	Closed	History

LEENB - Lee Enterprises Inc Cl B	Q1 2001	$27.01	Q1 2005	$45.51	+68.49%	Closed	History

HUBS - HubSpot, Inc.	Q1 2020	$133.27	Q2 2020	$224.34	+68.33%	Closed	History

OMC - Omnicom Group Inc.	Q4 2009	$39.15	Q3 2015	$65.90	+68.33%	Closed	History

HSNI - Hsn	Q2 2010	$24.00	Q4 2017	$40.35	+68.13%	Closed	History

PSX - Phillips 66	Q3 2023	$120.15	Open	$201.45	+67.67%	Open	History

PTEN - Patterson-UTI Energy, Inc.	Q2 2010	$12.87	Q4 2010	$21.55	+67.44%	Closed	History

TWC - Time Warner Cable	Q1 2009	$24.80	Q4 2009	$41.45	+67.14%	Closed	History

CB - Chubb Ltd.	Q3 2020	$116.11	Q4 2021	$193.31	+66.49%	Closed	History

502390Q - D Itt Inds Inc Ind Com	Q3 2000	$30.37	Q4 2001	$50.56	+66.48%	Closed	History

CTVA - Corteva, Inc.	Q3 2023	$51.16	Open	$84.91	+65.97%	Open	History

INGR - Ingredion Inc.	Q1 2007	$22.56	Q2 2008	$37.43	+65.91%	Closed	History

SPL - Schering Plough Corp	Q4 2008	$17.03	Q3 2009	$28.25	+65.88%	Closed	History

BOL - Bausch & Lomb Inc Com	Q2 2006	$38.72	Q3 2007	$63.98	+65.24%	Closed	History

ALV - Autoliv, Inc.	Q1 2019	$73.53	Open	$121.48	+65.21%	Open	History

ABBV - AbbVie Inc.	Q1 2013	$40.78	Q2 2015	$67.20	+64.79%	Closed	History

DD - DuPont de Nemours, Inc.	Q2 1999	$40.70	Q3 2001	$67.03	+64.71%	Closed	History

LYG - Lloyds Banking Group plc	Q1 2024	$2.59	Q2 2025	$4.25	+64.09%	Closed	History

TMC - 167500 Times Mirror Co New Co	Q1 1999	$54.06	Q1 2000	$88.63	+63.95%	Closed	History

MAR - Marriott International, Inc.	Q4 2010	$39.15	Q2 2014	$64.10	+63.72%	Closed	History

AON - Aon plc	Q2 2020	$192.60	Q1 2023	$315.29	+63.70%	Closed	History

ETSY - Etsy, Inc.	Q2 2022	$73.21	Q4 2022	$119.78	+63.61%	Closed	History

SMP - D Standard Motor Products	Q3 2000	$8.50	Q4 2001	$13.90	+63.53%	Closed	History

PRE - Partnerre Ltd	Q1 2001	$572.91	Q4 2010	$934.30	+63.08%	Closed	History

XRAY - DENTSPLY SIRONA Inc.	Q3 2000	$10.27	Q4 2001	$16.73	+62.93%	Closed	History

GGG - Graco Inc.	Q1 2009	$5.70	Q3 2009	$9.29	+62.92%	Closed	History

GIS - General Mills, Inc.	Q2 2001	$21.89	Q4 2010	$35.60	+62.63%	Closed	History

PCL - Plum Creek Timber Co Com	Q3 2001	$26.69	Q1 2015	$43.38	+62.53%	Closed	History

WMT - Walmart Inc.	Q3 2007	$14.55	Q2 2015	$23.63	+62.41%	Closed	History

4MG - Match Group Inc	Q1 2020	$66.04	Q2 2020	$107.05	+62.10%	Closed	History

VLRS - Controladora Vuela Cia De Av	Q3 2017	$11.87	Q2 2021	$19.21	+61.84%	Closed	History

TLAB - Tellabs Inc Com	Q3 2002	$4.08	Q4 2007	$6.53	+60.05%	Closed	History

KCI - Kinetic Concepts Inc	Q1 2006	$41.17	Q3 2011	$65.89	+60.04%	Closed	History

CSWC - Capital Southwest Corp	Q1 2001	$5.97	Q4 2010	$9.53	+59.74%	Closed	History

PFSB - Pennfed Financial Svcs	Q1 2001	$21.00	Q4 2003	$33.50	+59.52%	Closed	History

ACA - Arcosa, Inc.	Q4 2018	$27.69	Q3 2020	$44.09	+59.23%	Closed	History

EUFN - Ishares Tr	Q4 2024	$23.30	Q4 2025	$37.09	+59.18%	Closed	History

PCAR - PACCAR Inc	Q3 2021	$52.61	Q2 2023	$83.65	+58.99%	Closed	History

GIL - Gildan Activewear Inc.	Q4 2019	$29.61	Q3 2024	$47.06	+58.93%	Closed	History

LEE - 1172034 28200 Lee Enterprises Inc	Q1 1999	$290.00	Q4 2004	$460.00	+58.62%	Closed	History

TMJ - Torchmark Corp	Q2 2012	$50.55	Q3 2017	$80.10	+58.46%	Closed	History

RGA - Reinsurance Group of America, Inc.	Q1 2014	$79.62	Q4 2016	$125.83	+58.04%	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.