Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
Holdings Activity Buys Sells    History
Holding/activity history for  Harris Assoc Invt-Oakmrk (OAKIX)
← All OAKIX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2004   Q2 0 0.00 Sell 100.00% <0.01 $17.64–19.16 SEC
2004   Q1 1,156 <0.01 $18.67 $21,583 SEC
2003   Q4 1,156 <0.01 Reduce 44.64% <0.01 $15.90–18.02 $20,831 SEC
2003   Q3 2,088 <0.01 $15.67 $32,719 SEC
2003   Q2 2,088 <0.01 $14.55 $30,380 SEC
2003   Q1 2,088 <0.01 $11.60 $24,221 SEC
2002   Q4 2,088 <0.01 Add 0.97% $11.62–13.64 $27,436 SEC
2002   Q3 2,068 <0.01 Buy <0.01 $12.17–15.91 $25,168 SEC