Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Dodge & Cox ⇄ Harris Associates (Oakmark)
60Shared positions
19.0%Name overlap (Jaccard)
15+Only Dodge & Cox
15+Only Harris…
Shared holdings · Q2 2026
Distinctively Dodge & Cox
| RTX RTX Corporation | 3.5% |
| HUM Humana Inc. | 2.3% |
| MET MetLife, Inc. | 2.1% |
| UNH UnitedHealth Group… | 2.0% |
| OXY Occidental Petroleum… | 1.9% |
| CI Cigna Corporation | 1.8% |
| REGN Regeneron… | 1.6% |
| GILD Gilead Sciences, Inc. | 1.6% |
| IFF International Flavors… | 1.5% |
| AON Aon plc | 1.5% |
| APD Air Products and… | 1.4% |
| FTV Fortive Corporation | 1.4% |
| BN Brookfield Corporation | 1.4% |
| GSK GSK plc | 1.3% |
| BUD Anheuser-Busch InBev… | 1.3% |
Distinctively Harris Associates…
| KDP Keurig Dr Pepper Inc. | 4.0% |
| ABNB Airbnb, Inc. | 3.6% |
| CRM Salesforce, Inc. | 3.4% |
| IQV IQVIA Holdings Inc. | 3.1% |
| ICE Intercontinental… | 3.0% |
| TRGP Targa Resources Corp. | 2.8% |
| DAL Delta Air Lines, Inc. | 2.2% |
| AIG American… | 2.0% |
| MRSH Marsh & McLennan… | 1.9% |
| SYY Sysco Corporation | 1.8% |
| C Citigroup Inc. | 1.6% |
| ALLY Ally Financial Inc. | 1.6% |
| EFX Equifax Inc. | 1.6% |
| GM General Motors Company | 1.4% |
| RGA Reinsurance Group of… | 1.3% |
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology