← Superinvestors
BN
Bill Nygren
Harris Associates
Periodo
Q1 2026
Valore portafoglio
$74.88B
Titoli
156
Attività
56 acquisti · 87 riduzioni
| # | Titolo | % Portafoglio | Attività | Azioni | Valore |
|---|---|---|---|---|---|
| 1 | CRM | 3.72% | Add 52.36% | 14,917,993 | $2.78B |
| 2 | ICE | 3.43% | Add 4.86% | 16,342,258 | $2.57B |
| 3 | KDP | 3.27% | Add 7.9% | 93,082,313 | $2.45B |
| 4 | ABNB | 3.23% | Add 2.5% | 19,162,235 | $2.42B |
| 5 | GOOGL | 3.22% | Reduce 5.88% | 8,393,944 | $2.41B |
| 6 | COP | 3.07% | Reduce 27.39% | 17,428,651 | $2.30B |
| 7 | TRGP | 2.92% | Reduce 10.35% | 8,723,203 | $2.19B |
| 8 | IQV | 2.77% | Add 7.63% | 12,183,275 | $2.08B |
| 9 | SCHW | 2.74% | Reduce 0.99% | 21,812,476 | $2.05B |
| 10 | COF | 2.52% | Reduce 4.32% | 10,357,647 | $1.89B |
| 11 | FCNCA | 2.39% | Add 2.06% | 948,101 | $1.79B |
| 12 | 2.34% | Add 7.21% | 6,017,682 | $1.75B | |
| 13 | PSX | 2.22% | Reduce 34.65% | 9,134,428 | $1.66B |
| 14 | AIG | 2.07% | Reduce 6.99% | 20,596,978 | $1.55B |
| 15 | MRK | 1.99% | Reduce 12.22% | 12,366,933 | $1.49B |
| 16 | ELV | 1.88% | Add 0.04% | 4,796,526 | $1.40B |
| 17 | CTVA | 1.86% | Reduce 2.17% | 16,656,133 | $1.39B |
| 18 | EFX | 1.81% | Reduce 0.37% | 7,529,116 | $1.36B |
| 19 | DAL | 1.6% | Reduce 8.46% | 18,002,954 | $1.20B |
| 20 | ZBH | 1.56% | Add 5.67% | 12,959,939 | $1.17B |
| 21 | GEHC | 1.48% | Reduce 1.64% | 15,594,988 | $1.11B |
| 22 | FISV | 1.47% | Add 26.89% | 19,737,630 | $1.10B |
| 23 | C | 1.4% | Reduce 7.67% | 9,270,652 | $1.05B |
| 24 | ALLY | 1.38% | Reduce 2.35% | 26,410,285 | $1.04B |
| 25 | GM | 1.34% | Reduce 22.69% | 13,457,709 | $1.00B |
| 26 | AMZN | 1.32% | Add 6.67% | 4,760,706 | $991.5M |
| 27 | RGA | 1.32% | Add 13.83% | 4,850,478 | $990.3M |
| 28 | NFLX | 1.27% | Add 30200.47% | 9,859,773 | $948.0M |
| 29 | BAC | 1.23% | Reduce 4.76% | 18,907,859 | $921.8M |
| 30 | UNP | 1.23% | Add 3.44% | 3,782,438 | $917.7M |
| 31 | WBD | 1.21% | Reduce 58.31% | 32,874,039 | $902.7M |
| 32 | MRSH | 1.2% | Buy | 5,169,119 | $896.6M |
| 33 | WFC | 1.17% | Reduce 14.88% | 10,983,221 | $874.4M |
| 34 | CBRE | 1.16% | Reduce 7.31% | 6,422,190 | $869.9M |
| 35 | CHTR | 1.15% | Reduce 8.19% | 3,989,043 | $861.2M |
| 36 | 1.08% | Add 1.05% | 5,901,622 | $809.6M | |
| 37 | CG | 1.07% | Add 9.12% | 16,583,907 | $802.5M |
| 38 | GPN | 1.07% | Add 4.47% | 11,855,322 | $797.9M |
| 39 | SYY | 1.05% | Add 39.11% | 11,009,012 | $785.3M |
| 40 | NKE | 1.04% | Reduce 1.21% | 14,776,259 | $780.5M |
| 41 | STT | 1.04% | Reduce 2.51% | 6,147,935 | $778.1M |
| 42 | CMCSA | 1.01% | Reduce 3.68% | 26,448,063 | $759.3M |
| 43 | SUNB | 1.01% | Buy | 11,653,333 | $758.5M |
| 44 | MPC | 0.92% | Reduce 30.41% | 2,805,972 | $685.2M |
| 45 | NDAQ | 0.91% | Reduce 7.09% | 8,010,183 | $680.0M |
| 46 | CDW | 0.87% | Add 18.94% | 5,383,062 | $651.5M |
| 47 | 0.85% | Reduce 20.83% | 58,127,119 | $639.4M | |
| 48 | 0.85% | Reduce 0.31% | 11,344,767 | $635.5M | |
| 49 | ROP | 0.82% | Buy | 1,729,546 | $612.0M |
| 50 | EOG | 0.8% | Reduce 43.96% | 4,131,238 | $597.3M |
| 51 | CRBG | 0.8% | Add 2.44% | 24,964,260 | $595.6M |
| 52 | 0.79% | Reduce 12.81% | 2,816,194 | $588.6M | |
| 53 | 0.77% | Buy | 2,891,902 | $573.4M | |
| 54 | ADBE | 0.74% | Buy | 2,293,821 | $557.6M |
| 55 | MAS | 0.69% | Reduce 25.26% | 8,596,734 | $519.0M |
| 56 | IT | 0.66% | Add 225.29% | 3,135,774 | $496.5M |
| 57 | RJF | 0.66% | Buy | 3,425,321 | $496.0M |
| 58 | LAD | 0.65% | Reduce 0.53% | 1,956,637 | $488.6M |
| 59 | STZ | 0.65% | Reduce 0.03% | 3,233,267 | $485.0M |
| 60 | 0.64% | Add 73.35% | 4,351,317 | $481.5M | |
| 61 | CNC | 0.62% | Add 55.73% | 14,094,531 | $461.5M |
| 62 | GPC | 0.56% | Reduce 9.5% | 3,933,996 | $416.0M |
| 63 | PAYC | 0.53% | Add 1.5% | 3,257,774 | $395.9M |
| 64 | CRL | 0.5% | Add 28.36% | 2,153,296 | $371.4M |
| 65 | BDX | 0.47% | Reduce 21.81% | 2,222,039 | $349.4M |
| 66 | MDLZ | 0.43% | Add 21.9% | 5,631,456 | $324.6M |
| 67 | SYF | 0.42% | Buy | 4,659,001 | $316.9M |
| 68 | DE | 0.39% | Reduce 83.46% | 518,490 | $292.1M |
| 69 | FBIN | 0.38% | Reduce 3.43% | 7,379,014 | $287.6M |
| 70 | GOOG | 0.34% | Reduce 7.74% | 887,164 | $254.5M |
| 71 | FMX | 0.33% | Reduce 17.05% | 2,243,620 | $249.2M |
| 72 | V | 0.29% | Reduce 2.46% | 717,260 | $216.8M |
| 73 | LBRDK | 0.27% | Reduce 2.9% | 4,028,727 | $202.6M |
| 74 | CPNG | 0.25% | Buy | 9,981,854 | $188.5M |
| 75 | BC | 0.22% | Reduce 8.3% | 2,233,281 | $162.5M |
| 76 | HLN | 0.2% | Buy | 15,032,041 | $150.5M |
| 77 | MOH | 0.17% | Reduce 58.31% | 978,147 | $130.4M |
| 78 | 0.15% | Add 11.26% | 1,131,464 | $115.4M | |
| 79 | ABM | 0.15% | Add 6.28% | 2,882,144 | $111.0M |
| 80 | ORCL | 0.15% | Reduce 2.69% | 740,525 | $108.9M |
| 81 | OC | 0.13% | Add 226.31% | 915,393 | $99.1M |
| 82 | MTN | 0.13% | Add 4.31% | 745,558 | $95.7M |
| 83 | WAT | 0.11% | Buy | 288,712 | $86.0M |
| 84 | NVST | 0.11% | Reduce 29.78% | 3,261,896 | $82.8M |
| 85 | THO | 0.1% | Reduce 9.28% | 962,577 | $76.9M |
| 86 | HCA | 0.1% | Reduce 12.65% | 158,143 | $74.8M |
| 87 | ALSN | 0.08% | Reduce 21.59% | 532,007 | $62.3M |
| 88 | AXP | 0.08% | Reduce 7.02% | 203,706 | $61.6M |
| 89 | MA | 0.08% | Reduce 0.35% | 118,615 | $59.3M |
| 90 | 0.07% | Reduce 66.41% | 1,278,223 | $53.7M | |
| 91 | BLK | 0.07% | Add 0.27% | 54,555 | $52.5M |
| 92 | RYAAY | 0.07% | Reduce 62.12% | 846,178 | $48.9M |
| 93 | WEN | 0.06% | Reduce 40.5% | 5,929,801 | $41.2M |
| 94 | WMG | 0.05% | Reduce 2.53% | 1,610,925 | $41.1M |
| 95 | CVS | 0.05% | Reduce 5.89% | 494,126 | $35.5M |
| 96 | KKR | 0.05% | Reduce 0.1% | 369,815 | $34.2M |
| 97 | CIGI | 0.04% | Add 331.54% | 313,300 | $33.5M |
| 98 | AAPL | 0.04% | Reduce 1.22% | 131,541 | $33.4M |
| 99 | 0.04% | Reduce 9.38% | 2,911,800 | $30.3M | |
| 100 | HLT | 0.04% | Reduce 16.4% | 95,646 | $29.1M |
| 101 | ALV | 0.03% | Reduce 8.81% | 233,075 | $24.5M |
| 102 | GS | 0.03% | Reduce 13.33% | 28,643 | $24.2M |
| 103 | 0.03% | Reduce 5.04% | 1,884,057 | $23.1M | |
| 104 | CCK | 0.03% | Reduce 0.78% | 191,605 | $19.2M |
| 105 | OPLN | 0.02% | Reduce 58.46% | 571,157 | $16.6M |
| 106 | GRFS | 0.02% | Reduce 32.26% | 1,821,667 | $14.6M |
| 107 | BRK/B | 0.02% | Reduce 2.15% | 25,439 | $12.2M |
| 108 | BWA | 0.02% | Reduce 83.84% | 222,073 | $12.0M |
| 109 | TXN | 0.01% | Reduce 1.56% | 47,510 | $9.2M |
| 110 | KB | 0.01% | Add 2579.74% | 83,474 | $8.3M |
| 111 | BNY | 0.01% | Reduce 36.46% | 42,984 | $5.1M |
| 112 | SPY | 0.01% | Add 53.11% | 7,712 | $5.0M |
| 113 | META | 0% | Add 4.11% | 4,461 | $2.6M |
| 114 | MSFT | 0% | Reduce 1.42% | 6,757 | $2.5M |
| 115 | DOV | 0% | — | 11,863 | $2.5M |
| 116 | NVDA | 0% | Reduce 5.22% | 12,468 | $2.2M |
| 117 | JPM | 0% | Reduce 2.02% | 5,815 | $1.7M |
| 118 | BABA | 0% | Add 40.17% | 13,441 | $1.7M |
| 119 | CSL | 0% | Reduce 8.08% | 5,037 | $1.7M |
| 120 | WDAY | 0% | Add 103.72% | 11,667 | $1.5M |
| 121 | LEA | 0% | Reduce 47.58% | 11,925 | $1.4M |
| 122 | CAT | 0% | Reduce 23.59% | 1,840 | $1.3M |
| 123 | EQH | 0% | Buy | 28,245 | $1.0M |
| 124 | TFC | 0% | Reduce 1.61% | 22,630 | $1.0M |
| 125 | 0% | Reduce 9.98% | 7,350 | $962,483 | |
| 126 | PM | 0% | — | 5,099 | $843,069 |
| 127 | MCO | 0% | Reduce 2.21% | 1,905 | $831,056 |
| 128 | AMAT | 0% | — | 2,200 | $751,938 |
| 129 | ABBV | 0% | — | 2,682 | $583,308 |
| 130 | AVGO | 0% | Add 6.02% | 1,813 | $561,142 |
| 131 | VTV | 0% | Reduce 87.05% | 2,572 | $504,626 |
| 132 | THC | 0% | — | 2,400 | $452,904 |
| 133 | HRI | 0% | Reduce 36.73% | 4,495 | $447,477 |
| 134 | BX | 0% | — | 3,750 | $431,213 |
| 135 | LLY | 0% | Add 8.7% | 450 | $413,897 |
| 136 | SGOV | 0% | Add 834% | 3,736 | $376,066 |
| 137 | COST | 0% | Reduce 44.82% | 362 | $360,708 |
| 138 | DHR | 0% | Reduce 18.71% | 1,838 | $348,485 |
| 139 | CVX | 0% | — | 1,350 | $279,315 |
| 140 | IDXX | 0% | Add 5.93% | 482 | $270,831 |
| 141 | PH | 0% | — | 295 | $264,096 |
| 142 | PEP | 0% | Reduce 21.61% | 1,665 | $258,558 |
| 143 | WMT | 0% | Reduce 40.77% | 2,080 | $258,502 |
| 144 | SAP | 0% | Buy | 1,454 | $248,939 |
| 145 | XOM | 0% | Reduce 25.43% | 1,466 | $248,722 |
| 146 | DEO | 0% | Reduce 5.72% | 3,295 | $245,313 |
| 147 | UL | 0% | Buy | 4,123 | $234,887 |
| 148 | OSK | 0% | Reduce 4.26% | 1,575 | $231,856 |
| 149 | LBRDA | 0% | — | 4,305 | $216,197 |
| 150 | PG | 0% | Reduce 21.24% | 1,494 | $215,793 |
| 151 | VOT | 0% | — | 700 | $180,145 |
| 152 | ACWI | 0% | — | 1,092 | $151,100 |
| 153 | NUV | 0% | — | 14,854 | $133,540 |
| 154 | IWM | 0% | — | 533 | $132,184 |
| 155 | MBB | 0% | Buy | 28 | $2,659 |
| 156 | USIG | 0% | Buy | 50 | $2,562 |
Fonte: 13F-HR Q1 2026 depositata alla SEC (EDGAR) · attività vs Q4 2025. I titoli senza link non sono (ancora) nel nostro catalogo.