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
SLB - Slb N.V.	Q3 2007	$105.00	Q2 2008	$107.28	+2.17%	Closed	History

VISN - Vistance Networks, Inc.	Q3 2016	$30.11	Q3 2018	$30.76	+2.16%	Closed	History

HNFSA - Hanover Foods Corp Cl A	Q2 2005	$117.00	Q3 2005	$119.50	+2.14%	Closed	History

AER - AerCap Holdings N.V.	Q4 2025	$143.76	Open	$146.75	+2.08%	Open	History

IBM - International Business Machines Corp.	Q1 2023	$131.09	Q2 2023	$133.81	+2.07%	Closed	History

DIS - The Walt Disney Co.	Q2 2020	$111.51	Q4 2025	$113.77	+2.03%	Closed	History

MEL - Medtronic Inc Mellon Financial Corp	Q1 2007	$43.14	Q2 2007	$44.00	+1.99%	Closed	History

IQV - IQVIA Holdings Inc.	Q4 2017	$97.90	Q2 2018	$99.82	+1.96%	Closed	History

PX - Praxair	Q4 2011	$106.88	Q2 2012	$108.95	+1.94%	Closed	History

NYT - The New York Times Co.	Q3 2003	$43.45	Q1 2004	$44.29	+1.93%	Closed	History

AXP - American Express Co.	Q4 2009	$40.52	Q1 2010	$41.26	+1.83%	Closed	History

NUV - Nuveen Municipal Value Fund, Inc.	Q4 2025	$9.06	Open	$9.20	+1.55%	Open	History

AMFIQ - Amcore Finl Inc	Q1 2004	$29.73	Q2 2004	$30.16	+1.45%	Closed	History

SAN - Banco Santander, S.A.	Q2 2010	$10.50	Q4 2010	$10.65	+1.43%	Closed	History

QIA - Qiagen NV	Q4 2015	$27.65	Q4 2016	$28.02	+1.34%	Closed	History

DFS - Discover Financial	Q4 2009	$14.71	Q1 2010	$14.90	+1.29%	Closed	History

CVX - Chevron Corp.	Q4 2022	$179.49	Open	$181.76	+1.26%	Open	History

DIS - The Walt Disney Co.	Q1 2007	$33.97	Q3 2007	$34.39	+1.25%	Closed	History

KMX - CarMax, Inc.	Q3 2008	$24.00	Q4 2009	$24.30	+1.25%	Closed	History

TXN - Texas Instruments Inc.	Q4 2005	$32.07	Q1 2006	$32.47	+1.25%	Closed	History

538087Q - Evergreen Res Inc Com No Par	Q3 2001	$33.93	Q1 2004	$34.31	+1.12%	Closed	History

USW - D U S West Inc New	Q4 1999	$71.90	Q1 2000	$72.70	+1.11%	Closed	History

MSFT - Microsoft Corp.	Q1 1999	$44.83	Q3 1999	$45.27	+0.99%	Closed	History

TUPBQ - Tupperware Corp Com	Q4 2001	$19.25	Q2 2004	$19.43	+0.94%	Closed	History

3692470Q - Alltel Corp Com	Q2 2001	$61.22	Q4 2001	$61.74	+0.85%	Closed	History

WAT - Waters Corp.	Q4 2008	$36.65	Q1 2009	$36.95	+0.82%	Closed	History

MDT - Medtronic plc	Q3 2009	$36.80	Q4 2010	$37.09	+0.79%	Closed	History

CSWC - 25000 Capital Southwest Corp	Q1 1999	$6.70	Q3 1999	$6.75	+0.70%	Closed	History

TCOM - Trip.com Group Ltd.	Q4 2019	$33.54	Q4 2020	$33.73	+0.57%	Closed	History

DSGR - Lawson Prods Inc	Q2 2002	$15.41	Q4 2002	$15.49	+0.52%	Closed	History

IGF - iShares Global Infrastructure ETF	Q3 2024	$54.43	Q1 2025	$54.67	+0.44%	Closed	History

VIA.B - Viacom Inc Cl B	Q3 2002	$40.53	Q4 2002	$40.70	+0.42%	Closed	History

DD - DuPont de Nemours, Inc.	Q1 2007	$88.18	Q3 2007	$88.52	+0.38%	Closed	History

JPM - JPMorgan Chase & Co.	Q2 2004	$38.87	Q4 2004	$39.01	+0.36%	Closed	History

SGOV - iShares 0-3 Month Treasury Bond ETF	Q4 2025	$100.38	Open	$100.52	+0.14%	Open	History

BLK - BlackRock, Inc.	Q4 2024	$1,025.11	Open	$1,025.44	+0.03%	Open	History

1090Q - 777500 The Learning Co Inc	Q1 1999	$28.98	Q1 1999	$28.98	+0.00%	Closed	History

1270572Q - Connetics Corp Com	Q2 2004	$20.20	Q2 2004	$20.20	+0.00%	Closed	History

156718Q - D Central Newspapers Inc Class A	Q3 2000	$63.25	Q3 2000	$63.25	+0.00%	Closed	History

1669Q - D Seagate Technology	Q3 2000	$55.00	Q3 2000	$55.00	+0.00%	Closed	History

2302427Q - D United Asset Mgmt Corp Com	Q4 1999	$18.57	Q4 1999	$18.57	+0.00%	Closed	History

2331729Q - D Pittway Corp Del	Q4 1999	$45.07	Q4 1999	$45.07	+0.00%	Closed	History

236555Q - 180 20 Bestfoods	Q1 1999	$47.00	Q1 1999	$47.00	+0.00%	Closed	History

2598Q - 1286975 3000 United States Filter N	Q1 1999	$30.63	Q1 1999	$30.63	+0.00%	Closed	History

2612Q - 217300 Juno Ltg Inc	Q1 1999	$22.44	Q1 1999	$22.44	+0.00%	Closed	History

269187Q - 2900 American Heritage Life	Q2 1999	$24.50	Q2 1999	$24.50	+0.00%	Closed	History

2691Q - 6775 American Stores Co New	Q1 1999	$33.00	Q1 1999	$33.00	+0.00%	Closed	History

2727195Q - Household Intl Inc Com	Q4 2001	$58.00	Q4 2001	$58.00	+0.00%	Closed	History

2758954Q - 425000 Triad Hospitals Inc	Q2 1999	$13.49	Q2 1999	$13.49	+0.00%	Closed	History

2807766Q - Accredited Home Lendrs Com	Q2 2006	$47.82	Q2 2006	$47.82	+0.00%	Closed	History

2860436Q - Liberty Media Corp A	Q4 2004	$10.98	Q4 2004	$10.98	+0.00%	Closed	History

2860436Q - Liberty Media Corp A	Q4 2005	$7.87	Q4 2005	$7.87	+0.00%	Closed	History

2860436Q - Liberty Media Corp A	Q2 2006	$8.70	Q4 2006	$8.70	+0.00%	Closed	History

3022239Q - Wendy's Intl Inc	Q1 2002	$35.00	Q1 2002	$35.00	+0.00%	Closed	History

3085805Q - 159 Berkshire Hathaway Inc	Q1 1999	$71,400.00	Q1 1999	$71,400.00	+0.00%	Closed	History

3221Q - 2225 Sundstrand Corp	Q1 1999	$69.50	Q1 1999	$69.50	+0.00%	Closed	History

3253Q - D Aetna Inc	Q4 1999	$55.86	Q4 1999	$55.86	+0.00%	Closed	History

3253Q - D Aetna Inc	Q3 2000	$64.29	Q3 2000	$64.29	+0.00%	Closed	History

3285Q - 1281076 Chase Manhattan Corp	Q3 1999	$75.25	Q3 1999	$75.25	+0.00%	Closed	History

3387Q - D Flowers Inds Inc Com	Q3 2000	$19.95	Q3 2000	$19.95	+0.00%	Closed	History

3394800Q - D Legacy Hotels Real Est Units	Q3 2000	$5.98	Q3 2000	$5.98	+0.00%	Closed	History

3414924Q - Avaya Inc Com	Q2 2002	$4.95	Q2 2002	$4.95	+0.00%	Closed	History

3605818Q - D Hca - The Healthcare Co	Q3 2000	$30.37	Q3 2000	$30.37	+0.00%	Closed	History

373705Q - D Intl Multifoods Corp	Q3 2000	$17.31	Q3 2000	$17.31	+0.00%	Closed	History

387086Q - 2740528 101500 Intimate Brands Inc	Q3 1999	$38.91	Q3 1999	$38.91	+0.00%	Closed	History

41IS - Unilever Plc	Q1 2025	$59.55	Q1 2025	$59.55	+0.00%	Closed	History

528622Q - Georgia Pac Corp Com-Timber Gr	Q3 2001	$36.22	Q3 2001	$36.22	+0.00%	Closed	History

651867Q - 4400 First Usa Paymentech I	Q1 1999	$23.63	Q1 1999	$23.63	+0.00%	Closed	History

6684 - Hewlett Packard Co	Q2 2001	$28.60	Q2 2001	$28.60	+0.00%	Closed	History

6684 - Hewlett Packard Co	Q1 2005	$21.94	Q1 2005	$21.94	+0.00%	Closed	History

6684 - Hewlett Packard Co	Q4 2005	$28.63	Q4 2005	$28.63	+0.00%	Closed	History

6684 - Hewlett Packard Co	Q3 2006	$36.64	Q3 2006	$36.64	+0.00%	Closed	History

6684 - Hewlett Packard Co	Q1 2007	$40.14	Q1 2007	$40.14	+0.00%	Closed	History

6684 - Hewlett Packard Co	Q3 2007	$49.79	Q3 2007	$49.79	+0.00%	Closed	History

6684 - Hewlett Packard Co	Q4 2008	$36.29	Q4 2008	$36.29	+0.00%	Closed	History

6686 - Motorola Inc	Q4 2008	$4.43	Q4 2008	$4.43	+0.00%	Closed	History

764144Q - D Sungard Data Sys Inc Com	Q4 1999	$23.75	Q4 1999	$23.75	+0.00%	Closed	History

8222 - Limited Brands Inc Com	Q4 2004	$23.02	Q4 2004	$23.02	+0.00%	Closed	History

8222 - Limited Brands Inc Com	Q4 2005	$22.35	Q4 2005	$22.35	+0.00%	Closed	History

8222 - Limited Brands Inc Com	Q1 2007	$26.06	Q1 2007	$26.06	+0.00%	Closed	History

8222 - Limited Brands Inc Com	Q3 2007	$22.89	Q3 2007	$22.89	+0.00%	Closed	History

837655Q - D Smithkline Beecham Plc Adr Rpr	Q1 2000	$66.12	Q1 2000	$66.12	+0.00%	Closed	History

838969Q - Fidelity Natl Finl Inc Com	Q2 2002	$31.61	Q2 2002	$31.61	+0.00%	Closed	History

8394653Q - Prologis Tr Sh Ben Int	Q3 2007	$66.28	Q3 2007	$66.28	+0.00%	Closed	History

929530Q - Burlington Res Inc	Q4 2004	$43.50	Q4 2004	$43.50	+0.00%	Closed	History

9489 - At&t Corp	Q3 2002	$12.01	Q3 2002	$12.01	+0.00%	Closed	History

ABKFQ - Ambac Financial Group Inc	Q2 2004	$73.45	Q2 2004	$73.45	+0.00%	Closed	History

ABV - Companhia De Bebidas Spon Adr	Q2 2002	$15.54	Q2 2002	$15.54	+0.00%	Closed	History

ADM - Archer-Daniels-Midland Co.	Q2 2002	$10.86	Q2 2002	$10.86	+0.00%	Closed	History

AET - Aetna Inc- New	Q1 2006	$49.17	Q1 2006	$49.17	+0.00%	Closed	History

AET - Aetna Inc- New	Q4 2006	$43.07	Q4 2006	$43.07	+0.00%	Closed	History

AET - Aetna Inc- New	Q2 2008	$40.59	Q2 2008	$40.59	+0.00%	Closed	History

AET - Aetna Inc New	Q4 2012	$46.34	Q4 2012	$46.34	+0.00%	Closed	History

AGRE - American Greetings Cl A	Q2 2002	$16.66	Q2 2002	$16.66	+0.00%	Closed	History

AMAT - Applied Materials, Inc.	Q4 2010	$14.05	Q4 2010	$14.05	+0.00%	Closed	History

AMFIQ - Amcore Finl Inc	Q4 2004	$32.18	Q4 2004	$32.18	+0.00%	Closed	History

AOL - Aol	Q4 2009	$23.30	Q4 2009	$23.30	+0.00%	Closed	History

ASB - Associated Banc-Corp	Q3 2007	$29.66	Q3 2007	$29.66	+0.00%	Closed	History

AWSHX - Washington Mut Invs Fd Com	Q1 2007	$64.34	Q1 2007	$64.34	+0.00%	Closed	History

AXP - American Express Co.	Q1 2007	$56.40	Q1 2007	$56.40	+0.00%	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.