Einreichungsanalyse
Harris Associates (Oakmark)
13F-HR · Zeitraum Q3 2025 · eingereicht Nov 14, 2025
$62.38BGemeldeter 13F-Wert
235Positionen
1Andere enthaltene Manager
+18Neu
41Erhöht
100Reduziert
−12Ausgestiegen
Größte neue Positionen
| Wertpapier | Wert | Gewichtung |
|---|---|---|
| UNP Union Pacific Corporation | $346.42M | 0.6% |
| FMX Fomento Económico Mexicano… | $266.90M | 0.4% |
| ZGN Ermenegildo Zegna N.V. | $33.61M | 0.1% |
| GLBKV GCI Liberty, Inc. Series C… | $13.22M | 0.0% |
| UNH UnitedHealth Group… | $488,254 | 0.0% |
| TSM Taiwan Semiconductor… | $330,959 | 0.0% |
| NOW ServiceNow, Inc. | $312,895 | 0.0% |
| IDXX IDEXX Laboratories, Inc. | $290,695 | 0.0% |
| CDNS Cadence Design Systems, Inc. | $277,495 | 0.0% |
| TMO Thermo Fisher Scientific Inc. | $262,396 | 0.0% |
Größte Umschichtungen
| Wertpapier | Δ Anteile | Wert aktuell | |
|---|---|---|---|
| CRM Salesforce, Inc. | ▲ Add | +135.5% | $1.67B |
| CNC Centene Corp. | ▼ Trim | -55.3% | $325.69M |
| TRGP Targa Resources Corp. | ▲ Add | +1497.4% | $696.13M |
| WBD Warner Bros. Discovery, Inc. | ▼ Trim | -11.9% | $1.87B |
| CHTR Charter Communications, Inc. | ▼ Trim | -4.8% | $961.37M |
| WTW Willis Towers Watson Public… | ▲ Add | +13.4% | $1.48B |
| IQV IQVIA Holdings Inc. | ▼ Trim | -3.1% | $2.16B |
| PSX Phillips 66 | ▲ Add | +1.4% | $1.86B |
| LBRDA Liberty Broadband Corporation | ▼ Trim | -6.5% ✂ | $407.05M |
| COF Capital One Financial… | ▼ Trim | -10.4% | $1.92B |
Herkunft: Metadaten aus dem EDGAR-Formularindex; Analyse aus der geparsten Informationstabelle (aktuellste akzeptierte Version dieses Quartals). Kein redaktioneller Kommentar – ausschließlich berechnete Felder.