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Tracking William Nygren's Harris Associates Portfolio - Q2 2021 Update

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John Vincent


  • Harris Associates’ 13F portfolio value increased from $58.52B to $62.80B this quarter.
  • They increased Fiserv, Netflix, Regeneron, and Alibaba while decreasing Cenovus Energy, Mastercard, Howmet Aerospace, Caterpillar, and MGM Resorts.
  • The top three positions are Alphabet, Bank of America, and Charter Communications, and they add up to ~16% of the portfolio.
Bag of fund and a hourglass on a laptop

William_Potter/iStock via Getty Images

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 filed on 8/16/2021. William Nygren’s 13F

This article was written by

John Vincent profile picture
Focused on analyzing 13F reports & building tools to help DIY investors generate absolute returns through exploiting inefficiency, volatility, and momentum.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of BABA, GE, TV, WFC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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