Tracking William Nygren's Harris Associates Portfolio - Q3 2025 Update
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John Vincent25.93K FollowersFollow5ShareSavePlay(21min)CommentsSummaryHarris Associates' 13F portfolio grew to $62.38B, with Alphabet, IQVIA, Charles Schwab, Capital One, and Airbnb comprising ~18%.Significant Q3 2025 stake increases include Airbnb, Phillips 66, Salesforce, Keurig Dr Pepper, Equifax, Elevance Health, and Fiserv.Major reductions this quarter were in Alphabet, Charles Schwab, Capital One, Intercontinental Exchange, General Motors, CBRE, Deere, and Charter Communications.Oakmark launched new ETFs in 2024-2025, expanding product breadth alongside continued active portfolio management. bauhaus1000/E+ 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 FormThis article was written byJohn Vincent25.93K FollowersFollowFocused on analyzing 13F reports & building tools to help DIY investors generate absolute returns through exploiting inefficiency, volatility, and momentum.
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