Tracking William Nygren's Harris Associates Portfolio - Q2 2020 Update

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John Vincent
Long Only, Value, Special Situations, Fund Holdings
Summary

Harris Associates 13F portfolio value increased from $36.11B to $41.11B this quarter.

They increased Workday while reducing Regeneron Pharmaceuticals.

The top three positions are Alphabet, Bank of America, and Charter Communications and they add up to ~16% of the portfolio.

This article is part of a series that provides an ongoing analysis of the changes made to Harris Associates' 13F stock portfolio on a quarterly basis. It is based on Harris Associates’ regulatory 13F Form