Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Hotchkis & Wiley Capital Management Llc ⇄ Harris Associates (Oakmark)
45Shared positions
7.9%Name overlap (Jaccard)
15+Only Hotchkis &…
15+Only Harris…
Shared holdings · Q2 2026
Distinctively Hotchkis & Wiley…
| APA APA Corporation | 3.0% |
| FFIV F5, Inc. | 2.5% |
| PPG PPG Industries, Inc. | 2.2% |
| ERIC Telefonaktiebolaget… | 2.2% |
| D Dominion Energy, Inc. | 2.0% |
| USB U.S. Bancorp | 1.9% |
| MGA Magna International… | 1.7% |
| CI Cigna Corporation | 1.6% |
| OMC Omnicom Group Inc. | 1.5% |
| SHEL Shell plc | 1.4% |
| OVV Ovintiv Inc. | 1.3% |
| MDT Medtronic plc | 1.3% |
| FDX FedEx Corporation | 1.3% |
| UNH UnitedHealth Group… | 1.3% |
| PCAR PACCAR Inc | 1.2% |
Distinctively Harris Associates…
| KDP Keurig Dr Pepper Inc. | 4.0% |
| ABNB Airbnb, Inc. | 3.6% |
| IQV IQVIA Holdings Inc. | 3.1% |
| COF Capital One Financial… | 3.1% |
| SCHW The Charles Schwab… | 3.0% |
| ICE Intercontinental… | 3.0% |
| TRGP Targa Resources Corp. | 2.8% |
| DAL Delta Air Lines, Inc. | 2.2% |
| MRK Merck & Co., Inc. | 2.1% |
| WTW Willis Towers Watson… | 2.1% |
| MRSH Marsh & McLennan… | 1.9% |
| CTVA Corteva, Inc. | 1.8% |
| SYY Sysco Corporation | 1.8% |
| EFX Equifax Inc. | 1.6% |
| AMZN Amazon.com, Inc. | 1.5% |
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