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
TRB - Tribune Co New	Q2 2001	$40.00	Q2 2007	$63.12	+57.80%	Closed	History

HNI - Hni	Q2 2011	$32.40	Q4 2014	$51.06	+57.59%	Closed	History

MCRS - Micros Sys Inc	Q2 2013	$43.16	Q2 2014	$67.90	+57.32%	Closed	History

MRK - Merck & Co., Inc.	Q4 2009	$34.87	Q1 2015	$54.85	+57.31%	Closed	History

DRC - Dresser-Rand	Q3 2011	$40.53	Q2 2014	$63.73	+57.24%	Closed	History

NOK - Nokia Oyj	Q3 2001	$15.62	Q4 2001	$24.54	+57.11%	Closed	History

HSP - Hospira Inc	Q2 2004	$27.60	Q1 2014	$43.25	+56.70%	Closed	History

WMB - The Williams Companies, Inc.	Q4 2009	$17.18	Q4 2011	$26.92	+56.64%	Closed	History

MGM - MGM Resorts International	Q1 2016	$21.44	Q4 2022	$33.53	+56.39%	Closed	History

HPO - Hospitality Pptys Tr Com Sh Be	Q4 2001	$29.43	Q4 2004	$45.97	+56.20%	Closed	History

354181Q - 425000 NVest L P	Q1 1999	$24.25	Q3 2000	$37.87	+56.16%	Closed	History

OAKGX - Oakmark Global Fund	Q1 2002	$14.73	Q1 2012	$22.99	+56.08%	Closed	History

HAL - Halliburton Co.	Q4 2012	$34.69	Q4 2016	$54.09	+55.92%	Closed	History

USG - U S G Corp	Q2 2015	$27.79	Q1 2019	$43.30	+55.81%	Closed	History

LW - Lamb Weston Holdings, Inc.	Q2 2017	$44.04	Q2 2018	$68.51	+55.56%	Closed	History

PJE - 260000 Penton Media Inc Com	Q1 1999	$22.50	Q3 2000	$34.99	+55.51%	Closed	History

ESRX - Express Scripts Hldg Co	Q2 2012	$55.84	Q1 2015	$86.81	+55.46%	Closed	History

CAT - Caterpillar Inc.	Q2 2004	$39.77	Q4 2006	$61.39	+54.38%	Closed	History

CME - CME Group Inc.	Q1 2009	$49.28	Q2 2013	$75.98	+54.19%	Closed	History

DLM - D Del Monte Foods	Q3 2000	$6.81	Q3 2004	$10.49	+54.04%	Closed	History

TMUS - T-Mobile US, Inc.	Q2 2020	$104.15	Q4 2023	$160.33	+53.94%	Closed	History

MAS - Masco Corp.	Q2 2022	$50.60	Open	$77.85	+53.85%	Open	History

D7A - Aptiv Plc	Q4 2017	$84.83	Q4 2020	$130.29	+53.59%	Closed	History

2784Q - 1068480 30100 Premark Intl Inc	Q1 1999	$32.94	Q3 1999	$50.50	+53.31%	Closed	History

NTRS - Northern Trust Corp.	Q1 1999	$44.40	Q3 2014	$68.05	+53.28%	Closed	History

41IS - Unilever Plc Adr 4 Ord	Q3 2009	$39.20	Q3 2019	$60.00	+53.06%	Closed	History

AXP - American Express Co.	Q1 1999	$34.34	Q1 2006	$52.55	+53.05%	Closed	History

841001Q - 98900 Duff & Phelps Cr Ratin	Q1 1999	$52.38	Q3 1999	$79.94	+52.62%	Closed	History

QRVO - Qorvo, Inc.	Q4 2017	$66.61	Q1 2023	$101.57	+52.48%	Closed	History

CRL - Charles River Laboratories International, Inc.	Q2 2025	$151.73	Open	$231.21	+52.38%	Open	History

TFC - Truist Financial Corp.	Q1 2023	$34.10	Open	$51.95	+52.35%	Open	History

NOV - NOV Inc.	Q1 2021	$13.72	Q3 2023	$20.90	+52.33%	Closed	History

995626Q - 4593 Chiron Corp	Q1 1999	$21.93	Q4 2004	$33.34	+52.03%	Closed	History

TM - Toyota Motor Corp.	Q1 2011	$80.25	Q4 2013	$121.91	+51.91%	Closed	History

1150388D - Juno Ltg Inc	Q1 2004	$28.40	Q2 2005	$43.10	+51.76%	Closed	History

AOT - Apogent Technologies Inc	Q1 2001	$20.24	Q1 2004	$30.68	+51.58%	Closed	History

396996Q - Officemax Inc Com	Q1 2001	$3.70	Q1 2002	$5.60	+51.35%	Closed	History

CNI - Canadian National Railway Co.	Q4 2012	$45.56	Q4 2014	$68.89	+51.22%	Closed	History

AAP - Advance Auto Parts, Inc.	Q2 2008	$38.83	Q3 2010	$58.71	+51.20%	Closed	History

NOC - Northrop Grumman Corp.	Q3 2010	$54.78	Q2 2013	$82.80	+51.15%	Closed	History

PCP - Precision Castparts Cp Com	Q2 2009	$73.03	Q4 2009	$110.35	+51.10%	Closed	History

AMD - Advanced Micro Devices, Inc.	Q2 2025	$141.90	Q4 2025	$214.16	+50.92%	Closed	History

PBG - Pepsi Bottling Group Com	Q3 2003	$20.58	Q4 2006	$30.91	+50.19%	Closed	History

GEZ - Genzyme	Q2 2010	$50.77	Q1 2011	$76.15	+49.99%	Closed	History

DLTR - Dollar Tree, Inc.	Q3 2021	$95.72	Q2 2023	$143.50	+49.92%	Closed	History

V9F - Archstone-Smith Trust	Q4 2003	$27.97	Q4 2005	$41.91	+49.84%	Closed	History

PH - Parker-Hannifin Corp.	Q1 1999	$22.83	Q4 1999	$34.19	+49.75%	Closed	History

OAKLX - 293573 Oakmark Select Fund Cl	Q1 1999	$21.62	Q1 2012	$32.34	+49.58%	Closed	History

CDWC - Cdw Corp (new)	Q2 2005	$57.09	Q2 2007	$84.97	+48.84%	Closed	History

DTGF - D Dollar Thrifty Auto Gp Com	Q3 2000	$18.44	Q2 2004	$27.44	+48.81%	Closed	History

3527570Q - Alpharma Inc-Cl A	Q1 2007	$24.08	Q3 2008	$35.82	+48.75%	Closed	History

GGG - Graco Inc.	Q1 1999	$2.18	Q3 1999	$3.24	+48.73%	Closed	History

AMZN - Amazon.com, Inc.	Q4 2021	$166.72	Open	$247.49	+48.45%	Open	History

ADP - Automatic Data Processing, Inc.	Q1 2003	$24.42	Q1 2006	$36.23	+48.36%	Closed	History

AYI - Acuity Inc.	Q2 2012	$50.97	Q2 2013	$75.56	+48.24%	Closed	History

EOG - EOG Resources, Inc.	Q2 2019	$93.16	Open	$138.01	+48.14%	Open	History

LLY - Eli Lilly and Co.	Q2 2025	$779.53	Open	$1,152.54	+47.85%	Open	History

WLA - 56736 Warner Lambert Co	Q1 1999	$66.21	Q1 2000	$97.75	+47.64%	Closed	History

IWM - iShares Russell 2000 ETF	Q1 2025	$199.49	Open	$294.51	+47.63%	Open	History

PHIN - PHINIA Inc.	Q3 2023	$26.79	Q2 2024	$39.36	+46.92%	Closed	History

TMJ - Torchmark Corp	Q3 2003	$40.67	Q4 2010	$59.74	+46.89%	Closed	History

WW - Weight Watchers Intl	Q1 2010	$25.53	Q4 2010	$37.49	+46.85%	Closed	History

PTEN - Patterson-UTI Energy, Inc.	Q2 2012	$14.56	Q3 2013	$21.38	+46.84%	Closed	History

IFF - International Flavors & Fragrances Inc.	Q3 2009	$37.93	Q4 2010	$55.59	+46.56%	Closed	History

TRN - Trinity Industries, Inc.	Q2 2017	$20.18	Q4 2022	$29.57	+46.53%	Closed	History

MBC - MasterBrand, Inc.	Q4 2022	$7.55	Q4 2025	$11.04	+46.23%	Closed	History

KB - KB Financial Group Inc.	Q2 2025	$82.59	Open	$120.72	+46.17%	Open	History

NDAQ - Nasdaq, Inc.	Q2 2024	$60.26	Open	$88.01	+46.05%	Open	History

CCL - Carnival Corp. Ltd.	Q2 2003	$32.51	Q1 2006	$47.37	+45.71%	Closed	History

EMR - Emerson Electric Co.	Q3 2012	$48.27	Q4 2013	$70.18	+45.39%	Closed	History

DINIQ - Decorator Inds Inc Com Par $0.	Q2 2002	$5.56	Q2 2005	$8.08	+45.32%	Closed	History

CZN - Crane Co	Q4 2012	$46.28	Q4 2013	$67.25	+45.31%	Closed	History

ADBE - Adobe Inc.	Q4 2022	$336.53	Q2 2023	$488.99	+45.30%	Closed	History

MAR - Marriott International, Inc.	Q1 2003	$14.83	Q4 2003	$21.53	+45.24%	Closed	History

ALL - The Allstate Corp.	Q3 2000	$22.25	Q1 2010	$32.31	+45.21%	Closed	History

PDCE - Pdc Energy Inc	Q3 2017	$49.03	Q2 2023	$71.14	+45.09%	Closed	History

BAX - Baxter International Inc.	Q4 2010	$27.50	Q4 2014	$39.88	+45.04%	Closed	History

DBDQQ - Diebold Inc Com	Q3 2009	$20.93	Q1 2013	$30.32	+44.86%	Closed	History

NKE - NIKE, Inc.	Q2 2006	$10.13	Q3 2007	$14.67	+44.84%	Closed	History

LNY - Landry's Restaurants Inc	Q3 2003	$20.60	Q1 2004	$29.83	+44.81%	Closed	History

CZN - Citizens Comm Co C	Q2 2002	$8.36	Q2 2004	$12.10	+44.74%	Closed	History

PUK - Prudential plc	Q1 2025	$21.50	Q4 2025	$31.12	+44.74%	Closed	History

A - Agilent Technologies, Inc.	Q2 2005	$16.47	Q4 2005	$23.81	+44.61%	Closed	History

OSK - Oshkosh Corp.	Q1 2015	$48.78	Q2 2018	$70.32	+44.16%	Closed	History

HOG - Harley-Davidson, Inc.	Q4 1999	$32.06	Q4 2002	$46.20	+44.10%	Closed	History

GD - General Dynamics Corp.	Q2 2020	$149.46	Q2 2023	$215.15	+43.95%	Closed	History

CXO - Concho Res Inc	Q2 2012	$85.12	Q1 2014	$122.50	+43.91%	Closed	History

MAN - ManpowerGroup Inc.	Q2 2005	$39.75	Q1 2006	$57.13	+43.72%	Closed	History

VIPS - Vipshop Holdings Ltd.	Q3 2021	$11.14	Q3 2023	$16.01	+43.72%	Closed	History

WL - Wilmington Tr Corp	Q2 2003	$29.38	Q2 2006	$42.21	+43.67%	Closed	History

AGCO - AGCO Corp.	Q4 2014	$45.21	Q1 2018	$64.83	+43.40%	Closed	History

YRK - York Intl Corp New Com	Q1 2005	$39.18	Q3 2005	$56.07	+43.11%	Closed	History

IPG - Interpublic Group Cos Inc	Q2 2014	$19.51	Q3 2025	$27.91	+43.05%	Closed	History

HRI - Herc Holdings Inc.	Q2 2016	$103.20	Open	$147.24	+42.67%	Open	History

YEWTF - Environmental Waste Internatio	Q1 2002	$2.09	Q1 2003	$2.98	+42.58%	Closed	History

BC - Brunswick Corp.	Q1 2001	$19.63	Q2 2002	$27.98	+42.54%	Closed	History

DE - Deere & Co.	Q1 2024	$410.74	Open	$584.40	+42.28%	Open	History

CELG - Celgene	Q2 2011	$60.36	Q2 2014	$85.87	+42.26%	Closed	History

GPC - Genuine Parts Co.	Q1 2001	$25.91	Q4 2001	$36.70	+41.64%	Closed	History

IESRQ - Integrated Electrical Services	Q1 2001	$5.70	Q2 2004	$8.05	+41.23%	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.