Bill Nygren · quarter digest
What Bill Nygren did in Q1 2025
Oakmark Funds filed 39 moves in Q1 2025: 4 new, 8 add, 25 trim, 2 exit.
13F filed 2025-05-15. Manager quality score: q7. Philosophy: Concentrated value. Buy good businesses at a discount to intrinsic value.
New positions · 4
Fresh money
STZ
NEW·0.5% book·+2
XOM
NEW·0.0% book·−4
INTC
NEW·0.0% book·−12
WMT
NEW·0.0% book·−3
Adds · 8
Adding to conviction
COP
ADD +25%·3.2% book·0
KEYS
ADD +53%·2.5% book·+3
ABNB
ADD +86%·2.0% book·+1
ADD +8%·1.5% book·−6
MRK
ADD +20%·1.1% book·0
SYF
ADD +97%·1.1% book·−2
DELL
ADD +15%·0.8% book·+2
DEO
ADD +6%·0.0% book·−10
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Trims · 25
Taking chips off
TRIM -17%·3.0% book·−13
CNC
TRIM -17%·2.2% book·−4
TRIM -38%·2.1% book·−11
TRIM -6%·2.0% book·+3
TRIM -7%·1.8% book·−7
KR
TRIM -49%·1.1% book·−12
TRIM -31%·0.7% book·−13
ORCL
TRIM -26%·0.3% book·−13
TRIM -9%·0.1% book·−9
GS
TRIM -32%·0.1% book·−6
TRIM -40%·0.1% book·−10
CRM
TRIM -76%·0.1% book·−9
TRIM -12%·0.0% book·−1
BKNG
TRIM -60%·0.0% book·−14
TRIM -15%·0.0% book·−2
DHR
TRIM -85%·0.0% book·−13
EQIX
TRIM -99%·0.0% book·−8
IVV
TRIM -98%·0.0% book·0
TRIM -91%·0.0% book·−4
TRIM -60%·0.0% book·+9
TRIM -13%·0.0% book·0
SEA
TRIM -37%·0.0% book·−7
SPG
TRIM -95%·0.0% book·+2
THC
TRIM -29%·0.0% book·−5
VTI
TRIM -58%·0.0% book·0
Exits · 2
Closed positions
ATVI
EXIT·0.0% book·−8
EXIT·0.0% book·−4
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.