Bill Nygren · quarter digest
What Bill Nygren did in Q4 2024
Oakmark Funds filed 38 moves in Q4 2024: 2 new, 11 add, 24 trim, 1 exit.
13F filed 2025-02-14. Manager quality score: q7. Philosophy: Concentrated value. Buy good businesses at a discount to intrinsic value.
New positions · 2
Fresh money
ABNB
NEW·0.9% book·+1
SYF
NEW·0.4% book·−2
Adds · 11
Adding to conviction
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Trims · 24
Taking chips off
TRIM -6%·4.1% book·−22
TRIM -18%·2.8% book·−13
TRIM -34%·2.4% book·−11
GM
TRIM -7%·2.1% book·−11
CHTR
TRIM -15%·2.0% book·−7
TRIM -15%·1.7% book·+3
KR
TRIM -14%·1.6% book·−12
TRIM -12%·0.9% book·−13
DELL
TRIM -22%·0.8% book·+2
CRM
TRIM -74%·0.6% book·−9
ORCL
TRIM -12%·0.3% book·−13
TRIM -18%·0.2% book·−3
TRIM -17%·0.1% book·−9
EQIX
TRIM -9%·0.1% book·−8
GS
TRIM -77%·0.1% book·−6
ATVI
TRIM -100%·0.0% book·−8
TRIM -17%·0.0% book·−1
BKNG
TRIM -6%·0.0% book·−14
DHR
TRIM -89%·0.0% book·−13
TRIM -67%·0.0% book·+9
SEA
TRIM -9%·0.0% book·−7
THC
TRIM -13%·0.0% book·−5
TRIM -10%·0.0% book·−4
WDAY
TRIM -6%·0.0% book·−19
Exits · 1
Closed positions
AFRM
EXIT·0.0% book·−9
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.