Bill Nygren - Oakmark Funds

Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    156
Portfolio value:    $74,879,237,060

Holdings Activity Buys Sells History

Holding/activity history for Broadcom Inc. (AVGO)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2026 Q1	1,813	<0.01	Add 6.02%		$289.96–360.66 · VW $324.55i	$561,142	SEC
2025 Q4	1,710	<0.01			$346.10	$591,831	SEC
2025 Q3	1,710	<0.01	Reduce 15.85%	<0.01	$262.66–374.23 · VW $310.27i	$564,146	SEC
2025 Q2	2,032	<0.01	Buy	<0.01	$138.10–277.71 · VW $217.12i	$560,121	SEC

Price snapshot:

Current price$384.05

Avg. buy price$277.57

+/- since buy38.36%

52-week low$267.62

52-week high$494.22