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
PHM - PulteGroup, Inc.	Q4 2004	$31.90	Q1 2006	$40.68	+27.52%	Closed	History

EQH - Equitable Holdings, Inc.	Q1 2026	$37.11	Open	$47.30	+27.46%	Open	History

UN - Unilever NV	Q1 2012	$34.02	Q4 2015	$43.33	+27.37%	Closed	History

ABBV - AbbVie Inc.	Q2 2023	$134.73	Q2 2024	$171.52	+27.31%	Closed	History

JEF - Jefferies Financial Group Inc.	Q3 2001	$9.59	Q2 2002	$12.20	+27.27%	Closed	History

737929Q - 30040 Amli Residential Pptys	Q1 1999	$20.62	Q3 2003	$26.22	+27.16%	Closed	History

HET - Harrahs Entertainment Inc Com	Q3 2006	$66.43	Q1 2007	$84.45	+27.13%	Closed	History

4621824Q - Kinder Morgan Inc Kans Com	Q3 2002	$35.43	Q1 2003	$45.00	+27.01%	Closed	History

MEI - Methode Electrs Inc	Q2 2001	$8.60	Q1 2006	$10.91	+26.86%	Closed	History

QSR - Restaurant Brands International Inc.	Q4 2020	$61.11	Q2 2023	$77.52	+26.85%	Closed	History

SSSW - Silverstream Software	Q2 2001	$7.05	Q2 2002	$8.94	+26.81%	Closed	History

785725Q - Catellus Dev Corp (new)	Q4 2003	$24.12	Q4 2004	$30.57	+26.74%	Closed	History

KR - The Kroger Co.	Q1 2023	$49.37	Q4 2025	$62.48	+26.55%	Closed	History

WPFRX - Westport Fds Westport Cl R	Q3 2010	$20.69	Q1 2012	$26.18	+26.53%	Closed	History

156718Q - 220118 Central Newspapers Inc	Q1 1999	$31.13	Q4 1999	$39.38	+26.50%	Closed	History

WAT - Waters Corp.	Q1 2026	$297.80	Open	$376.39	+26.39%	Open	History

CPRI - Capri Holdings Ltd.	Q2 2023	$35.89	Q1 2024	$45.30	+26.22%	Closed	History

WTW - Willis Towers Watson Public Ltd. Co.	Q1 2021	$228.94	Open	$288.74	+26.12%	Open	History

HSY - The Hershey Co.	Q1 2004	$41.39	Q1 2006	$52.18	+26.07%	Closed	History

APTV - Aptiv PLC	Q4 2024	$60.48	Q4 2025	$76.09	+25.81%	Closed	History

MS - Morgan Stanley	Q1 1999	$49.98	Q1 2006	$62.82	+25.69%	Closed	History

INTC - Intel Corp.	Q4 2010	$21.03	Q4 2022	$26.43	+25.68%	Closed	History

T - AT&T Inc.	Q4 2015	$25.98	Q2 2016	$32.62	+25.55%	Closed	History

69585Q - 66511 Scottsman Inds Inc	Q1 1999	$17.19	Q2 1999	$21.56	+25.42%	Closed	History

AXP - American Express Co.	Q4 2008	$18.55	Q2 2009	$23.24	+25.28%	Closed	History

AN - AutoNation, Inc.	Q1 2004	$17.03	Q4 2006	$21.32	+25.19%	Closed	History

VIA.B - Viacom Inc Cl B (old)	Q4 2005	$32.60	Q4 2006	$40.81	+25.18%	Closed	History

IWD - iShares Russell 1000 Value ETF	Q2 2005	$66.63	Q1 2007	$83.19	+24.85%	Closed	History

DIS - The Walt Disney Co.	Q1 1999	$30.72	Q3 2000	$38.33	+24.76%	Closed	History

UGLY - Ugly Duckling Corp	Q1 1999	$5.53	Q4 1999	$6.88	+24.41%	Closed	History

DOV - Dover Corp.	Q1 1999	$22.03	Q3 1999	$27.40	+24.34%	Closed	History

6684 - 11200 Hewlett Packard Co	Q2 1999	$100.59	Q3 2000	$124.89	+24.16%	Closed	History

ACRNX - Columbia Acorn Tr	Q3 2011	$25.67	Q1 2012	$31.83	+24.00%	Closed	History

SRINX - Columbia Fds Income Cl Z	Q3 2008	$8.14	Q4 2011	$10.09	+23.96%	Closed	History

VSTNQ - D Visteon Corp Com	Q3 2000	$12.15	Q4 2001	$15.05	+23.87%	Closed	History

HHC - Howard Hughes	Q1 2012	$63.87	Q2 2023	$78.92	+23.56%	Closed	History

FRO - Frontline plc	Q3 2001	$45.45	Q1 2002	$56.00	+23.21%	Closed	History

LLY - Eli Lilly and Co.	Q1 2014	$58.92	Q1 2015	$72.58	+23.18%	Closed	History

JLL - Jones Lang LaSalle Inc.	Q1 2016	$117.32	Q3 2018	$144.10	+22.83%	Closed	History

MATV - Mativ Holdings, Inc.	Q3 2003	$12.63	Q2 2007	$15.50	+22.73%	Closed	History

TAP - Molson Coors Beverage Co.	Q1 2006	$34.31	Q2 2007	$42.05	+22.56%	Closed	History

BA - The Boeing Co.	Q1 1999	$34.12	Q3 2000	$41.81	+22.54%	Closed	History

DRI - Darden Restaurants, Inc.	Q3 2008	$25.58	Q4 2009	$31.35	+22.54%	Closed	History

MEL - Mellon Financial Corp	Q3 2005	$31.91	Q3 2006	$39.10	+22.53%	Closed	History

EEFT - Euronet Worldwide, Inc.	Q2 2020	$95.80	Q2 2023	$117.37	+22.52%	Closed	History

CNI - Canadian National Railway Co.	Q4 2005	$20.00	Q3 2009	$24.50	+22.48%	Closed	History

JNS - Janus Capital Group, Inc.	Q1 2003	$11.39	Q1 2005	$13.95	+22.48%	Closed	History

VWR - Vwr Corp	Q1 2016	$27.06	Q3 2017	$33.11	+22.36%	Closed	History

3394800Q - 9294 Legacy Hotels Real Est	Q1 1999	$4.67	Q4 1999	$5.71	+22.27%	Closed	History

AP47 - Glaxosmithkline Plc Sponsored	Q4 2008	$37.27	Q2 2012	$45.56	+22.24%	Closed	History

MITTX - Massachusetts Invs Tr Sh Ben I	Q3 2011	$17.47	Q1 2012	$21.35	+22.21%	Closed	History

ETFC - E Trade Financial Corp	Q1 2015	$28.56	Q1 2017	$34.90	+22.20%	Closed	History

TKS - Tomkins Plc Sponsored Adr	Q1 2001	$8.51	Q2 2001	$10.39	+22.09%	Closed	History

FBIN - Fortune Brands Innovations, Inc.	Q3 2018	$44.74	Q2 2020	$54.61	+22.07%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q1 2025	$118.93	Open	$145.09	+22.00%	Open	History

BJM - Beam	Q4 2011	$51.22	Q2 2012	$62.48	+21.98%	Closed	History

UNP - Union Pacific Corp.	Q3 2025	$236.37	Open	$288.30	+21.97%	Open	History

GAP - The Gap, Inc.	Q3 2005	$17.43	Q4 2007	$21.24	+21.86%	Closed	History

KMX - CarMax, Inc.	Q2 2004	$10.93	Q2 2005	$13.31	+21.73%	Closed	History

LTRE - Learning Tree International	Q2 2001	$22.93	Q4 2001	$27.90	+21.67%	Closed	History

COL - Rockwell Collins Inc	Q2 2008	$479.60	Q4 2010	$582.60	+21.48%	Closed	History

WAC - Walter Investment Mgmt Corp	Q2 2009	$13.28	Q1 2011	$16.13	+21.46%	Closed	History

JPSOX - Morgan J P Fds Us Sm Co Oppty	Q3 2001	$8.29	Q1 2002	$10.05	+21.23%	Closed	History

300583Q - 572572 442 Atlantic Richfield Co	Q1 1999	$73.06	Q3 1999	$88.55	+21.20%	Closed	History

AWI - Armstrong World Industries, Inc.	Q4 2020	$74.40	Q1 2021	$90.06	+21.05%	Closed	History

USIH - Usi Holdings Corp	Q4 2003	$13.06	Q2 2004	$15.80	+20.98%	Closed	History

LBTYA - Liberty Global Ltd.	Q2 2013	$15.97	Q4 2013	$19.30	+20.87%	Closed	History

CCTYQ - Circuit City Store Inc	Q2 2004	$12.95	Q4 2004	$15.65	+20.85%	Closed	History

ACN - Accenture plc	Q3 2014	$81.32	Q3 2015	$98.26	+20.83%	Closed	History

ZBH - Zimmer Biomet Holdings, Inc.	Q1 2018	$105.86	Q1 2022	$127.90	+20.82%	Closed	History

CL - Colgate-Palmolive Co.	Q1 2001	$27.63	Q1 2007	$33.34	+20.67%	Closed	History

FANG - Diamondback Energy, Inc.	Q2 2019	$108.97	Q2 2023	$131.36	+20.55%	Closed	History

BBY - Best Buy Co., Inc.	Q4 2008	$28.11	Q2 2010	$33.86	+20.46%	Closed	History

LM - Legg Mason	Q4 2009	$30.16	Q4 2010	$36.27	+20.26%	Closed	History

SHW - The Sherwin-Williams Co.	Q3 2000	$7.06	Q1 2001	$8.49	+20.25%	Closed	History

WM - Waste Management, Inc.	Q3 2005	$28.61	Q1 2007	$34.40	+20.24%	Closed	History

DSGR - 1961988 54200 Lawson Prods Inc	Q1 1999	$10.25	Q3 2000	$12.32	+20.15%	Closed	History

JACK - Jack In The Box	Q3 2003	$8.90	Q4 2003	$10.68	+20.00%	Closed	History

DYAX - Dyax Corp Com	Q2 2005	$4.69	Q3 2005	$5.62	+19.83%	Closed	History

CALY - Callaway Golf Co.	Q2 2002	$15.84	Q1 2004	$18.98	+19.82%	Closed	History

EMR - Emerson Electric Co.	Q1 1999	$26.47	Q2 2004	$31.70	+19.76%	Closed	History

CVX - Chevron Corp.	Q3 2016	$102.80	Q1 2019	$123.00	+19.65%	Closed	History

UBER - Uber Technologies, Inc.	Q3 2022	$26.50	Q1 2023	$31.70	+19.62%	Closed	History

941680Q - 1022700 Michaels Stores Inc Co	Q1 1999	$24.69	Q3 1999	$29.50	+19.48%	Closed	History

TMO - Thermo Fisher Scientific Inc.	Q3 2025	$485.02	Q4 2025	$579.45	+19.47%	Closed	History

THFF - First Finl Corp Ind Com	Q1 2004	$29.32	Q4 2004	$35.02	+19.44%	Closed	History

GILD - Gilead Sciences, Inc.	Q1 2015	$98.17	Q2 2015	$117.13	+19.31%	Closed	History

MDT - Medtronic plc	Q3 2001	$43.49	Q4 2006	$51.84	+19.20%	Closed	History

WMK - Weis Markets, Inc.	Q1 1999	$36.50	Q4 1999	$43.50	+19.18%	Closed	History

519239Q - 15800 Concord Efs Inc	Q1 1999	$27.56	Q4 2001	$32.78	+18.94%	Closed	History

20A - Arris Group Inc New	Q2 2013	$14.35	Q3 2013	$17.06	+18.89%	Closed	History

ACRNX - Columbia Acorn Tr Cl Z Stock	Q4 2003	$22.56	Q2 2005	$26.78	+18.71%	Closed	History

CVS - CVS Health Corp.	Q1 2007	$34.14	Q1 2008	$40.51	+18.66%	Closed	History

PCLN - Priceline Grp Inc	Q4 2016	$1,466.08	Q4 2017	$1,737.74	+18.53%	Closed	History

CAR - Avis Budget Group Inc	Q3 2006	$18.28	Q4 2006	$21.65	+18.44%	Closed	History

CVE - Cenovus Energy Inc.	Q1 2018	$8.51	Q3 2021	$10.07	+18.33%	Closed	History

ATR - AptarGroup, Inc.	Q1 1999	$12.99	Q2 2002	$15.37	+18.32%	Closed	History

RDPL - 659650 Royal Dutch Pete Co Ny	Q1 1999	$52.08	Q3 2000	$61.47	+18.03%	Closed	History

RMK - Aramark Corp Cl B	Q3 2003	$25.03	Q1 2006	$29.54	+18.02%	Closed	History

582663Q - Liberty Media Intl Inc Com Ser	Q2 2004	$37.10	Q1 2005	$43.74	+17.90%	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.