Bill Nygren · quarter digest
What Bill Nygren did in Q3 2024
Oakmark Funds filed 32 moves in Q3 2024: 4 new, 10 add, 17 trim, 1 exit.
13F filed 2024-11-14. Manager quality score: q7. Philosophy: Concentrated value. Buy good businesses at a discount to intrinsic value.
New positions · 4
Fresh money
Adds · 10
Adding to conviction
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Trims · 17
Taking chips off
TRIM -7%·3.2% book·−11
CHTR
TRIM -19%·2.2% book·−7
GM
TRIM -6%·1.9% book·−11
TRIM -14%·1.8% book·+3
KR
TRIM -6%·1.7% book·−12
TRIM -11%·0.9% book·−13
ORCL
TRIM -26%·0.4% book·−13
ATVI
TRIM -66%·0.3% book·−8
GS
TRIM -33%·0.3% book·−6
AFRM
TRIM -41%·0.2% book·−9
HCA
TRIM -13%·0.2% book·−8
TRIM -62%·0.1% book·−9
EQIX
TRIM -21%·0.1% book·−8
TRIM -14%·0.1% book·−10
TRIM -9%·0.0% book·−1
TRIM -92%·0.0% book·+9
WDAY
TRIM -7%·0.0% book·−19
Exits · 1
Closed positions
ABBV
EXIT·0.0% book·−6
Current top holdings
Bill Nygren’s book, latest snapshot
Other quarters for Bill Nygren
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.