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
FLS - Flowserve Corp.	Q2 2012	$38.25	Q2 2013	$54.01	+41.20%	Closed	History

AVGO - Broadcom Inc.	Q2 2025	$275.65	Open	$389.11	+41.16%	Open	History

IDXX - IDEXX Laboratories, Inc.	Q1 2001	$5.49	Q3 2002	$7.74	+41.07%	Closed	History

SCHW - The Charles Schwab Corp.	Q1 2016	$28.02	Q4 2016	$39.47	+40.86%	Closed	History

LPLA - LPL Financial Holdings Inc.	Q3 2024	$232.63	Q1 2025	$327.14	+40.63%	Closed	History

1631929D - Berry Pete Co Cl A	Q1 2001	$13.00	Q3 2003	$18.28	+40.62%	Closed	History

TRGP - Targa Resources Corp.	Q1 2025	$200.47	Open	$281.60	+40.47%	Open	History

STZ - Constellation Brands, Inc.	Q1 2019	$175.33	Q2 2023	$246.13	+40.38%	Closed	History

EL - The Estée Lauder Companies Inc.	Q3 2005	$17.42	Q1 2007	$24.43	+40.25%	Closed	History

FITB - Fifth Third Bancorp	Q2 2023	$26.21	Q2 2024	$36.49	+39.22%	Closed	History

838969Q - Fidelity Natl Finl Inc Com	Q4 2002	$32.86	Q4 2004	$45.65	+38.92%	Closed	History

COR - Cencora, Inc.	Q3 2008	$18.83	Q4 2009	$26.07	+38.49%	Closed	History

CAT - Caterpillar Inc.	Q1 2010	$62.85	Q1 2013	$86.97	+38.38%	Closed	History

WSM - Williams-Sonoma, Inc.	Q4 2002	$13.57	Q3 2004	$18.77	+38.28%	Closed	History

CIT - Cit Group Inc	Q1 2016	$31.04	Q1 2017	$42.92	+38.27%	Closed	History

PH - Parker-Hannifin Corp.	Q2 2025	$698.47	Open	$964.55	+38.09%	Open	History

BC - Brunswick Corp.	Q4 2017	$55.25	Q4 2020	$76.21	+37.94%	Closed	History

NOSGX - Northern Funds Sm Cap Value	Q2 2010	$12.02	Q1 2012	$16.57	+37.85%	Closed	History

ZGN - Ermenegildo Zegna N.V.	Q3 2025	$9.45	Open	$13.02	+37.78%	Open	History

PEG - Public Service Enterprise Group Inc.	Q3 2002	$15.25	Q3 2003	$20.99	+37.64%	Closed	History

LMDIA - Liberty Entertainment	Q1 2008	$22.64	Q3 2009	$31.11	+37.41%	Closed	History

DCLK - Doubleclick Inc Com	Q4 2002	$5.66	Q1 2003	$7.77	+37.28%	Closed	History

IFF - International Flavors & Fragrances Inc.	Q2 2012	$54.80	Q2 2013	$75.16	+37.15%	Closed	History

CNO - CNO Financial Group, Inc.	Q2 2010	$4.95	Q4 2010	$6.78	+36.97%	Closed	History

DNEX - Dionex Corp	Q2 2003	$39.68	Q3 2005	$54.33	+36.92%	Closed	History

DVN - Devon Energy Corp.	Q2 2012	$57.99	Q2 2014	$79.40	+36.92%	Closed	History

2953349Q - 10000 Union Pacific Resource	Q1 1999	$11.87	Q3 1999	$16.25	+36.90%	Closed	History

NSM - National Semiconductor Com	Q1 2005	$20.61	Q1 2011	$28.15	+36.58%	Closed	History

MCD - McDonald's Corp.	Q2 2008	$56.22	Q4 2010	$76.76	+36.54%	Closed	History

HAR - 1892275 22800 Harman Intl Inds Inc	Q2 1999	$44.00	Q1 2000	$60.00	+36.36%	Closed	History

RRC - Range Resources Corp.	Q2 2012	$61.87	Q4 2013	$84.33	+36.30%	Closed	History

VTV - Vanguard Value Index Fund ETF Shares	Q2 2024	$160.41	Open	$218.60	+36.28%	Open	History

EOG - EOG Resources, Inc.	Q4 2004	$17.88	Q1 2005	$24.33	+36.05%	Closed	History

MBFI - Mb Financial Inc New	Q1 2013	$24.16	Q4 2014	$32.86	+36.01%	Closed	History

GWW - W.W. Grainger, Inc.	Q4 2011	$187.50	Q4 2013	$255.00	+36.00%	Closed	History

SKM - Sk Telecom Ltd Sponsored Adr	Q3 2005	$35.98	Q3 2007	$48.93	+35.99%	Closed	History

KSS - Kohl's Corp.	Q4 2003	$44.94	Q4 2014	$61.05	+35.85%	Closed	History

CRT - Cross Timbers Royalty Tr	Q3 2003	$20.99	Q4 2003	$28.51	+35.83%	Closed	History

UNP - Union Pacific Corp.	Q2 2005	$16.20	Q3 2006	$22.00	+35.80%	Closed	History

PAYX - Paychex, Inc.	Q4 2002	$27.95	Q1 2007	$37.92	+35.67%	Closed	History

ARMK - Aramark	Q3 2020	$19.10	Q1 2023	$25.85	+35.35%	Closed	History

DD - DuPont de Nemours, Inc.	Q1 2012	$94.40	Q1 2015	$127.70	+35.28%	Closed	History

POST - Post Holdings, Inc.	Q3 2018	$64.16	Q2 2023	$86.65	+35.05%	Closed	History

FMX - Fomento Económico Mexicano, S.A.B. de C.V.	Q3 2025	$98.63	Open	$133.17	+35.02%	Open	History

VMC - Vulcan Materials Co.	Q4 1999	$39.93	Q2 2001	$53.76	+34.64%	Closed	History

FDO - Family Dlr Stores Inc	Q1 2013	$59.05	Q4 2014	$79.21	+34.14%	Closed	History

3122066Q - Cytyc Corp	Q2 2002	$7.62	Q4 2002	$10.20	+33.86%	Closed	History

OAKMX - 287907 Oakmark Fund Cl I	Q1 1999	$35.65	Q1 2012	$47.71	+33.83%	Closed	History

3362726Q - Raytheon Co Com New Realogy Corp	Q3 2006	$22.67	Q4 2006	$30.31	+33.70%	Closed	History

HUN - Huntsman Corp.	Q3 2006	$18.20	Q2 2007	$24.31	+33.57%	Closed	History

COF - Capital One Financial Corp.	Q4 2008	$31.89	Q4 2010	$42.56	+33.46%	Closed	History

1030770Q - 12937 Golden St Bancorp Inc	Q1 1999	$22.25	Q1 2002	$29.69	+33.44%	Closed	History

EFX - Equifax Inc.	Q2 2018	$125.11	Open	$166.93	+33.43%	Open	History

KFT - Kraft Foods	Q2 2001	$31.00	Q3 2012	$41.34	+33.35%	Closed	History

CAG - Conagra Brands, Inc.	Q2 2007	$20.91	Q1 2013	$27.86	+33.23%	Closed	History

KR - The Kroger Co.	Q4 2012	$13.00	Q2 2013	$17.31	+33.15%	Closed	History

FERG - Ferguson Enterprises Inc.	Q3 2023	$164.47	Q1 2024	$218.43	+32.81%	Closed	History

3692470Q - 89672 Alltel Corp Com	Q1 1999	$62.28	Q4 1999	$82.71	+32.80%	Closed	History

BHI - Baker Hughes Inc	Q2 2012	$41.10	Q2 2017	$54.51	+32.63%	Closed	History

BABA - Alibaba Group Holdings Ltd.	Q4 2024	$84.79	Open	$112.32	+32.47%	Open	History

CCK - Crown Holdings, Inc.	Q1 2023	$82.71	Open	$109.50	+32.39%	Open	History

KO - The Coca-Cola Co.	Q1 1999	$30.67	Q1 2015	$40.55	+32.21%	Closed	History

ITW - Illinois Tool Works Inc.	Q1 1999	$30.93	Q2 1999	$40.85	+32.06%	Closed	History

TKR - The Timken Co.	Q4 2021	$69.35	Q2 2023	$91.53	+31.98%	Closed	History

ABBV - AbbVie Inc.	Q2 2025	$185.62	Open	$244.78	+31.87%	Open	History

HGTXU - Hugoton Rty Tr Tex Unit Ben In	Q1 2003	$14.00	Q2 2003	$18.40	+31.43%	Closed	History

ACWI - iShares MSCI ACWI ETF	Q3 2024	$119.55	Open	$156.94	+31.28%	Open	History

3307381Q - D Trammell Crow	Q3 2000	$10.75	Q2 2004	$14.10	+31.16%	Closed	History

AP47 - Glaxosmithkline Plc Sponsored	Q3 2002	$38.42	Q4 2007	$50.39	+31.16%	Closed	History

UTIW - Uti Worldwide Inc	Q4 2012	$13.40	Q4 2013	$17.56	+31.04%	Closed	History

POI - Choicepoint Inc Com	Q3 2003	$33.50	Q2 2005	$43.83	+30.84%	Closed	History

RYAAY - Ryanair Holdings plc	Q1 2018	$49.16	Open	$64.29	+30.78%	Open	History

BC - Brunswick Corp.	Q1 1999	$19.06	Q3 1999	$24.88	+30.54%	Closed	History

ETN - Eaton Corp. plc	Q1 1999	$15.51	Q1 2002	$20.25	+30.53%	Closed	History

LOW - Lowe's Companies, Inc.	Q4 2001	$23.19	Q3 2012	$30.25	+30.44%	Closed	History

3580364Q - Collagenex Pharma Inc Com	Q4 2004	$7.33	Q4 2007	$9.54	+30.15%	Closed	History

KOF - Coca-Cola FEMSA, S.A.B. de C.V.	Q3 2009	$48.10	Q2 2010	$62.59	+30.12%	Closed	History

ACINX - Columbia Acorn Trust Cl Z Int	Q4 2003	$22.64	Q2 2005	$29.45	+30.08%	Closed	History

UNH - UnitedHealth Group Inc.	Q1 2005	$47.75	Q4 2005	$62.10	+30.05%	Closed	History

AGRE - American Greetings Cl A	Q1 2001	$10.60	Q4 2001	$13.78	+30.00%	Closed	History

64489Q - 11000 Dean Foods Co	Q1 1999	$35.62	Q3 2001	$46.25	+29.84%	Closed	History

PHM - PulteGroup, Inc.	Q4 2021	$57.12	Q3 2023	$74.05	+29.64%	Closed	History

PRDCQ - 981700 30300 Polaroid Corp	Q1 1999	$20.06	Q3 1999	$26.00	+29.61%	Closed	History

AET - Aetna Inc New	Q4 2013	$68.49	Q4 2014	$88.70	+29.51%	Closed	History

WMT - Walmart Inc.	Q1 2025	$87.79	Open	$113.70	+29.51%	Open	History

GWW - W.W. Grainger, Inc.	Q1 2004	$48.05	Q1 2005	$62.22	+29.49%	Closed	History

6686 - 20398 Motorola Inc	Q1 1999	$73.22	Q2 1999	$94.74	+29.39%	Closed	History

NCRX - Neighborcare Inc Com	Q1 2004	$24.25	Q2 2004	$31.33	+29.20%	Closed	History

IPCR - Ipc Holdings Ltd	Q2 2001	$23.67	Q2 2002	$30.54	+29.02%	Closed	History

TEVA - Teva Pharmaceutical Industries Ltd.	Q1 2009	$16.59	Q2 2009	$21.38	+28.87%	Closed	History

LGSFF - 100000 Lloyd George Std Chrtr	Q1 1999	$0.52	Q3 1999	$0.67	+28.85%	Closed	History

TV - Grupo Televisa, S.A.B.	Q2 2006	$19.31	Q2 2013	$24.84	+28.64%	Closed	History

TSM - Taiwan Semiconductor	Q3 2018	$44.16	Q2 2020	$56.77	+28.56%	Closed	History

SEE -	Q2 2020	$32.85	Open	$42.15	+28.31%	Open	History

K - Jpmorgan Chase & Co Com Kellogg Co	Q1 2007	$51.41	Q1 2015	$65.94	+28.26%	Closed	History

RDPL - Royal Dutch Pete Co Ny Reg Gld	Q4 2001	$49.04	Q3 2005	$62.85	+28.16%	Closed	History

LMT - Lockheed Martin Corp.	Q3 2021	$345.23	Q1 2022	$441.57	+27.91%	Closed	History

ABBV - AbbVie Inc.	Q2 2017	$72.49	Q2 2018	$92.65	+27.81%	Closed	History

MAT - Mattel, Inc.	Q1 2001	$17.74	Q4 2006	$22.66	+27.73%	Closed	History

BAX - Baxter International Inc.	Q3 2006	$24.69	Q4 2007	$31.53	+27.69%	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.