Reviewed by Gotrade Internal Analyst
Bill Nygren is a legend in the game who bridges the gap between deep value and growth investing. He isn't interested in "cigar butt" stocks; he hunts for quality businesses that are temporarily mispriced relative to their actual business value.
Running the Oakmark Select Fund, Nygren places concentrated bets, meaning he puts serious cash behind his highest convictions rather than overdiversifying. His current portfolio is a fascinating mix of sectors.
He is betting big on data-driven healthcare with IQVIA Holdings (IQV) as his top holding, while also playing the turnaround game in media with a massive bag of Warner Bros. Discovery (WBD). It’s a portfolio that screams "stock picker's market."
Data Snapshot
- Portfolio Value: ~$7.18 Billion (Estimated Reported Value)
- Top 5 Assets:
- IQVIA Holdings Inc (IQV) — 7.03%
- Warner Bros Discovery Inc (WBD) — 6.10%
- Phillips 66 (PSX) — 6.03%
- First Citizens BancShares -CL A (FCNCA) — 5.78%
- Lithia Motors Inc (LAD) — 5.75%
- Top Sector: Financial Services & Healthcare
Portfolio
Update at 31 Desember 2025, from Valuesider
| Ticker | Stock | % of Portfolio | Shares* | Reported Price* | % difference Current Price | Value |
|---|---|---|---|---|---|---|
| ABNB | AIRBNB INC-CLASS A | 5.47% | 3,236,900 | $121.42 | 🟢 12.68% | $393,024,398 |
| ALLY | ALLY FINANCIAL INC | 3.30% | 6,047,800 | $39.20 | 🟢 16.99% | $237,073,760 |
| GOOGL | ALPHABET INC-CL A | 5.31% | 1,569,620 | $243.10 | 🟢 28.89% | $381,574,622 |
| APA | APA CORP | 2.53% | 7,501,200 | $24.28 | 🟢 0.16% | $182,129,136 |
| COF | CAPITAL ONE FINANCIAL CORP | 4.45% | 1,504,597 | $212.58 | 🟢 15.82% | $319,847,230 |
| CBRE | CBRE GROUP INC - A | 3.70% | 1,689,752 | $157.56 | 🟢 4.23% | $266,237,325 |
| CNC | CENTENE CORP | 2.91% | 5,864,000 | $35.68 | 🟢 14.27% | $209,227,520 |
| CRL | CHARLES RIVER LABORATORIES | 1.79% | 822,000 | $156.46 | 🟢 29.95% | $128,610,120 |
| CHTR | CHARTER COMMUNICATIONS INC-A | 0.70% | 182,500 | $275.11 | 🔴 24.21% | $50,206,662 |
| COP | CONOCOPHILLIPS | 4.43% | 3,366,912 | $94.59 | 🔴 2.19% | $318,476,206 |
| DE | DEERE & CO | 3.34% | 525,700 | $457.26 | 🟢 2.81% | $240,381,582 |
| EFX | EQUIFAX INC | 4.54% | 1,271,000 | $256.53 | 🔴 13.44% | $326,049,630 |
| FCNCA | FIRST CITIZENS BCSHS -CL A | 5.78% | 232,132 | $1,789.16 | 🟢 20.74% | $415,321,289 |
| GLIBK | GCI LIBERTY INC-CL C | 0.04% | 78,100 | $37.27 | 🔴 1.05% | $2,910,787 |
| ICLR | ICON PLC | 2.31% | 949,000 | $175.00 | - | $166,075,000 |
| ICE | INTERCONTINENTAL EXCHANGE IN | 4.48% | 1,910,853 | $168.48 | - | $321,940,513 |
| IQV | IQVIA HOLDINGS INC | 7.03% | 2,660,000 | $189.94 | 🟢 19.61% | $505,240,400 |
| KDP | KEURIG DR PEPPER INC | 4.24% | 11,946,598 | $25.51 | 🟢 10.47% | $304,757,714 |
| LBRDK | LIBERTY BROADBAND-C | 0.92% | 1,044,300 | $63.54 | 🔴 23.50% | $66,354,822 |
| LAD | LITHIA MOTORS INC | 5.75% | 1,309,100 | $316.00 | 🟢 7.34% | $413,675,600 |
| MOH | MOLINA HEALTHCARE INC | 2.31% | 867,000 | $191.36 | 🔴 13.23% | $165,909,120 |
| PAYC | PAYCOM SOFTWARE INC | 2.99% | 1,033,700 | $208.14 | 🔴 22.75% | $215,154,318 |
| PSX | PHILLIPS 66 | 6.03% | 3,187,000 | $136.02 | 🔴 5.43% | $433,495,740 |
| CRM | SALESFORCECOM INC | 5.05% | 1,532,000 | $237.00 | 🟢 12.54% | $363,084,000 |
| SCHW | SCHWAB (CHARLES) CORP | 4.50% | 3,387,640 | $95.47 | 🟢 6.22% | $323,417,990 |
| WBD | WARNER BROS DISCOVERY INC | 6.10% | 22,437,000 | $19.53 | 🟢 47.16% | $438,194,610 |
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Update at 31 Desember 2025, from Valuesider
