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
GUCG - 260000 Gucci Group N V Com Ny	Q1 1999	$80.50	Q3 2000	$94.83	+17.80%	Closed	History

ADP - Automatic Data Processing, Inc.	Q3 2009	$34.50	Q4 2010	$40.63	+17.76%	Closed	History

4131117Q - 606850 28000 St Paul Bancorp Inc	Q1 1999	$21.64	Q2 1999	$25.47	+17.70%	Closed	History

KRI - Knight Ridder Inc	Q1 2001	$53.71	Q1 2006	$63.21	+17.69%	Closed	History

3387Q - 10684 Flowers Inds Inc Com	Q3 1999	$13.56	Q4 1999	$15.94	+17.55%	Closed	History

VODD - Vodafone Group Plc New Sponsor	Q3 2006	$22.86	Q1 2007	$26.86	+17.50%	Closed	History

CHRW - C.H. Robinson Worldwide, Inc.	Q2 2016	$74.25	Q3 2021	$87.14	+17.36%	Closed	History

MNY - 2400 Mony Group Inc	Q1 1999	$24.88	Q4 1999	$29.19	+17.32%	Closed	History

KMB - Kimberly-Clark Corp.	Q2 2012	$80.15	Q1 2013	$93.96	+17.22%	Closed	History

FXE - Fox Entmt Group Inc Cl A	Q2 2004	$26.70	Q4 2004	$31.26	+17.08%	Closed	History

IJH - iShares Core S&P Mid-Cap ETF	Q1 2003	$8.21	Q2 2003	$9.60	+17.00%	Closed	History

WAB - Westinghouse Air Brake Technologies Corp.	Q1 2019	$73.72	Q3 2021	$86.22	+16.96%	Closed	History

STQ - Steris Corp	Q1 2008	$26.83	Q2 2012	$31.37	+16.92%	Closed	History

T - AT&T Inc.	Q4 2005	$18.44	Q3 2011	$21.54	+16.79%	Closed	History

APC - Anadarko Pete Corp	Q3 2015	$60.39	Q2 2019	$70.52	+16.77%	Closed	History

BRK.A - Berkshire Hathaway CL A	Q1 2023	$465,600.00	Q4 2023	$542,625.00	+16.54%	Closed	History

CD - D Cendant Corp	Q3 2000	$311.11	Q2 2006	$362.00	+16.36%	Closed	History

FOE - 28500 200 Ferro Corp Com	Q1 1999	$24.75	Q1 2002	$28.80	+16.36%	Closed	History

RTLR - Rattler Midstream LP	Q3 2021	$11.74	Q2 2022	$13.65	+16.27%	Closed	History

FCX - Freeport-McMoRan Inc.	Q2 2012	$34.07	Q3 2012	$39.58	+16.17%	Closed	History

RDS.A - Royal Dutch Shell Plc Spons Ad	Q4 2005	$61.50	Q4 2013	$71.38	+16.07%	Closed	History

DOV - Dover Corp.	Q3 2001	$20.18	Q2 2002	$23.41	+16.01%	Closed	History

CTSH - Cognizant Technology Solutions Corp.	Q2 2016	$57.24	Q2 2017	$66.40	+16.00%	Closed	History

ICE - Intercontinental Exchange, Inc.	Q2 2021	$118.70	Open	$137.61	+15.93%	Open	History

3054Q - 376750 Ameritech Corp	Q1 1999	$57.56	Q3 1999	$66.70	+15.88%	Closed	History

WHR - Whirlpool Corp.	Q3 2014	$145.65	Q4 2017	$168.64	+15.78%	Closed	History

ELV - Elevance Health, Inc.	Q4 2024	$368.90	Open	$426.79	+15.69%	Open	History

RJF - Raymond James Financial, Inc.	Q1 2026	$144.79	Open	$167.43	+15.64%	Open	History

EMC - D E M C Corp Mass Com	Q4 1999	$109.00	Q1 2000	$126.00	+15.60%	Closed	History

DIS - The Walt Disney Co.	Q3 2005	$23.80	Q1 2006	$27.51	+15.58%	Closed	History

EFX - Equifax Inc.	Q1 2000	$31.56	Q1 2007	$36.45	+15.50%	Closed	History

ICLR - ICON Public Ltd. Co.	Q2 2025	$145.45	Open	$167.97	+15.48%	Open	History

SLB - Slb N.V.	Q3 2012	$72.40	Q1 2015	$83.49	+15.32%	Closed	History

KDN - Kaydon Corp	Q4 2012	$23.93	Q2 2013	$27.55	+15.13%	Closed	History

3891289Q - 17300 Mobil Corp	Q1 1999	$87.92	Q3 1999	$100.93	+14.80%	Closed	History

FMS - Fresenius Medical Care AG	Q1 2025	$24.90	Q2 2025	$28.57	+14.74%	Closed	History

KDP - Keurig Dr Pepper Inc.	Q3 2020	$27.60	Q3 2023	$31.57	+14.38%	Closed	History

IBCIQ - D Interstate Bakeries Corp	Q3 2000	$14.00	Q2 2001	$16.00	+14.29%	Closed	History

MFW - 5301 M & F Worldwide Corp	Q1 1999	$7.00	Q3 1999	$8.00	+14.29%	Closed	History

TKS - 871 Tomkins Plc Sponsored	Q1 1999	$14.88	Q3 1999	$17.00	+14.25%	Closed	History

RTN - Raytheon Co Com New	Q1 2004	$31.34	Q2 2004	$35.77	+14.14%	Closed	History

TXN - Texas Instruments Inc.	Q4 2004	$24.62	Q2 2005	$28.07	+14.01%	Closed	History

CDK - Cdk Global Inc	Q3 2019	$48.09	Q2 2022	$54.77	+13.89%	Closed	History

SLB - Slb N.V.	Q3 2010	$61.70	Q1 2012	$70.09	+13.60%	Closed	History

BA - The Boeing Co.	Q2 2002	$45.00	Q2 2004	$51.09	+13.53%	Closed	History

AMP - Ameriprise Financial, Inc.	Q3 2005	$35.81	Q2 2008	$40.65	+13.52%	Closed	History

MER - Merrill Lynch & Co Inc	Q3 2005	$61.26	Q2 2006	$69.53	+13.50%	Closed	History

1504558D - Gardner Denver Inc	Q1 2001	$19.60	Q3 2001	$22.19	+13.21%	Closed	History

605555Q - 307000 Sears Roebuck & Co	Q1 1999	$45.19	Q4 2004	$51.12	+13.12%	Closed	History

929530Q - Burlington Res Inc	Q3 2005	$81.32	Q1 2006	$91.91	+13.02%	Closed	History

SPXC* - Spx	Q3 2010	$63.24	Q4 2010	$71.47	+13.01%	Closed	History

HHH - Howard Hughes Holdings Inc.	Q3 2023	$70.67	Q4 2025	$79.77	+12.88%	Closed	History

2246804Q - Premier Farnell Plc Sponsored	Q4 2001	$8.74	Q1 2002	$9.85	+12.70%	Closed	History

BLS - 950000 Bellsouth Corp	Q1 1999	$40.01	Q3 1999	$45.02	+12.52%	Closed	History

OSK - Oshkosh Corp.	Q3 2025	$129.70	Open	$145.75	+12.37%	Open	History

2323070Q - General Mtrs Corp Com	Q1 2007	$30.64	Q3 2008	$34.41	+12.30%	Closed	History

PGR - The Progressive Corp.	Q1 2004	$21.91	Q3 2006	$24.54	+11.99%	Closed	History

IFF - International Flavors & Fragrances Inc.	Q2 2006	$35.24	Q3 2008	$39.46	+11.98%	Closed	History

FNFV - Fidelity National Financial	Q3 2014	$13.76	Q2 2015	$15.38	+11.77%	Closed	History

STT - State Street Corp.	Q2 2005	$3.76	Q4 2005	$4.20	+11.70%	Closed	History

AAWW - Atlas Air	Q1 2012	$49.21	Q2 2015	$54.96	+11.68%	Closed	History

EFA - iShares MSCI EAFE ETF	Q3 2024	$83.63	Q3 2025	$93.37	+11.65%	Closed	History

GWW - W.W. Grainger, Inc.	Q1 1999	$43.06	Q3 1999	$48.06	+11.61%	Closed	History

QGENN - Qiagen NV	Q1 2017	$28.97	Q1 2018	$32.31	+11.53%	Closed	History

ABNB - Airbnb, Inc.	Q4 2024	$131.41	Open	$146.54	+11.51%	Open	History

CBS.A - Cbs Corp Cl A	Q1 2006	$24.00	Q4 2007	$26.75	+11.46%	Closed	History

LVNTA - Liberty Interactive Corp	Q4 2014	$37.72	Q1 2015	$42.01	+11.37%	Closed	History

GIS - General Mills, Inc.	Q1 2014	$51.82	Q4 2015	$57.66	+11.27%	Closed	History

764144Q - D Sungard Data Sys Inc Com	Q3 2000	$31.00	Q1 2005	$34.49	+11.26%	Closed	History

SUNB - Sunbelt Rentals Holdings, Inc.	Q1 2026	$65.09	Open	$72.42	+11.26%	Open	History

TVCFX - Thornburg Invt Tr Value Cl C	Q2 2006	$34.37	Q4 2006	$38.24	+11.26%	Closed	History

SRI - 109700 Stoneridge Inc	Q1 1999	$13.88	Q4 1999	$15.44	+11.24%	Closed	History

GWW - W.W. Grainger, Inc.	Q4 2010	$138.00	Q2 2011	$153.33	+11.11%	Closed	History

UNP - Union Pacific Corp.	Q3 2007	$28.27	Q4 2007	$31.41	+11.11%	Closed	History

CSX - CSX Corp.	Q2 2025	$32.63	Q4 2025	$36.25	+11.09%	Closed	History

DFS - Discover Financial C	Q3 2010	$16.68	Q4 2010	$18.53	+11.09%	Closed	History

WMK - Weis Markets, Inc.	Q3 2000	$32.75	Q4 2003	$36.29	+10.81%	Closed	History

WBA - Walgreens Boots Alliance Inc	Q4 2014	$76.21	Q2 2015	$84.42	+10.77%	Closed	History

3059Q - 24400 Sterling Comm Inc Com	Q1 1999	$30.75	Q4 1999	$34.06	+10.76%	Closed	History

KMT - Kennametal Inc.	Q4 2012	$40.00	Q1 2014	$44.30	+10.75%	Closed	History

EPR - EPR Properties	Q3 2010	$48.75	Q4 2010	$53.97	+10.71%	Closed	History

OAKWX - Oakmark Global Select Fund Cl	Q1 2007	$11.17	Q1 2012	$12.36	+10.65%	Closed	History

RHI - Robert Half Inc.	Q2 1999	$12.91	Q4 1999	$14.28	+10.65%	Closed	History

CPN - Calpine	Q4 2010	$13.34	Q2 2016	$14.75	+10.57%	Closed	History

HII - Huntington Ingalls Industries, Inc.	Q1 2021	$205.86	Q2 2023	$227.60	+10.56%	Closed	History

PCP - Precision Castparts Corp	Q1 2015	$210.00	Q4 2015	$232.01	+10.48%	Closed	History

FBIN - Fortune Brands Innovations, Inc.	Q3 2022	$45.89	Open	$50.62	+10.31%	Open	History

TRY.B - Triarc Companies Inc Cl B	Q3 2003	$10.40	Q3 2004	$11.47	+10.29%	Closed	History

SPNS - Sapiens Intl Corp N V	Q2 2023	$26.60	Q2 2025	$29.25	+9.96%	Closed	History

MOLXA - Molex Inc Cl A	Q1 2009	$22.61	Q2 2013	$24.86	+9.95%	Closed	History

MAR - Marriott International, Inc.	Q4 2009	$25.68	Q2 2010	$28.22	+9.87%	Closed	History

RPM - RPM International Inc.	Q2 2014	$46.21	Q4 2014	$50.76	+9.85%	Closed	History

BCR - Bard C R	Q4 2010	$91.77	Q1 2013	$100.78	+9.82%	Closed	History

KRI - 532450 13800 Knight Ridder Inc	Q1 1999	$50.00	Q3 1999	$54.88	+9.76%	Closed	History

BP - BP p.l.c.	Q1 1999	$50.49	Q3 1999	$55.41	+9.73%	Closed	History

MAFB - Maf Bancorp	Q2 2001	$30.75	Q1 2003	$33.71	+9.63%	Closed	History

ZBRA - Zebra Technologies Corp.	Q3 2005	$39.09	Q4 2005	$42.85	+9.62%	Closed	History

IWD - iShares Russell 1000 Value ETF	Q3 2004	$60.56	Q4 2004	$66.37	+9.59%	Closed	History

INFY - Infosys Ltd.	Q4 2016	$7.42	Q4 2017	$8.11	+9.37%	Closed	History

CCL - Carnival Corp. Ltd.	Q4 2009	$35.63	Q1 2010	$38.88	+9.12%	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.