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Tracking William Nygren's Harris Associates Portfolio - Q4 2022 Update

John Vincent profile picture
John Vincent


  • Harris Associates’ 13F portfolio value decreased from $59.68B to $49.11B this quarter.
  • They increased Amazon, Oracle, Capital One Financial, and Intercontinental Exchange while decreasing American International Group, Netflix, Charles Schwab, and Citigroup.
  • The top three positions are Alphabet, Fiserv, and Amazon.com, and they add up to ~14% of the portfolio.

Bags of fund, US USD dollar and golden eggs on a company summary report


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 2/14/2023. William Nygren's

William Nygren - Oakmark - Harris Associates' Q4 2022 13F Report Q/Q Comparison

William Nygren - Oakmark - Harris Associates' Q4 2022 13F Report Q/Q Comparison (John Vincent (author))

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 AMZN, GOOGL, META, PROSY 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.

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