HARRIS ASSOCIATES L P Q1 2018 Filing

Filed May 15, 2018

Portfolio Value

$59.9B

Holdings

129

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (129 positions)

#StockSharesValue% PortfolioType
1
CHKEURCHESAPEAKE ENERGY CORP
63,464,251$1.1B1.91%
2
CMCSACOMCAST CORP NEW
28,975,936$990.1M1.65%
3
BIDUNBAIDU INC
4,370,697$975.5M1.63%
4
TLVGRUPO TELEVISA SA
59,663,107$952.2M1.59%
5
GEGENERAL ELECTRIC CO
67,385,799$908.4M1.52%
6
NOVEURNATIONAL OILWELL VARCO INC
23,907,039$880.0M1.47%
7
DEODIAGEO P L C
6,253,734$846.9M1.41%
8
BCBRUNSWICK CORP
13,825$821.0M1.37%
9
MGMMGM RESORTS INTERNATIONAL
22,204,669$777.6M1.30%
10
GOOGLALPHABET INC
738,483$765.9M1.28%
11
COFCAPITAL ONE FINL CORP
7,899,751$757.0M1.26%
12
ITWILLINOIS TOOL WKS INC
4,750$744.0M1.24%
13
UNHUNITEDHEALTH GROUP INC
3,426,996$733.4M1.22%
14
INTCINTEL CORP
14,049,434$731.7M1.22%
15
VVISA INC
6,112,761$731.2M1.22%
16
9990302DAPACHE CORP
18,995,147$730.9M1.22%
17
LIBERTY INTERACTIVE CORP
28,552,376$718.7M1.20%
18
CVSCVS HEALTH CORP
11,429,785$711.0M1.19%
19
CBRECBRE GROUP INC
14,863,034$701.8M1.17%
20
AALAMERICAN AIRLS GROUP INC
13,290,582$690.6M1.15%
21
AAPLAPPLE INC
3,813,826$639.9M1.07%
22
STTSTATE STR CORP
6,376,075$635.9M1.06%
23
MCOMOODYS CORP
3,927,421$633.5M1.06%
24
BKNGBOOKING HLDGS INC
298,254$620.5M1.04%
25
LBTYBLIBERTY GLOBAL PLC
18,885,420$591.3M0.99%
26
REGNREGENERON PHARMACEUTICALS
1,700,033$585.4M0.98%
27
NFLXNETFLIX INC
1,972,436$582.6M0.97%
28
DELPHI TECHNOLOGIES PLC
748,503$581.1M0.97%
29
APCANADARKO PETE CORP
8,994,228$543.3M0.91%
30
BKBANK NEW YORK MELLON CORP
9,707,454$500.2M0.84%
31
AONAON PLC
3,239,826$454.6M0.76%
32
JCIJOHNSON CTLS INTL PLC
12,772,840$450.1M0.75%
33
BAXBAXTER INTL INC
6,918,821$450.0M0.75%
34
ULUNILEVER PLC
8,088,079$449.4M0.75%
35
ARNCCHFARCONIC INC
18,846,942$434.2M0.72%
36
PHPARKER HANNIFIN CORP
2,488,770$425.7M0.71%
37
TXNTEXAS INSTRS INC
3,907,030$405.9M0.68%
38
ADPAUTOMATIC DATA PROCESSING IN
3,510,872$398.4M0.67%
39
FDXFEDEX CORP
1,628,767$391.1M0.65%
40
CATCATERPILLAR INC DEL
2,614,562$385.3M0.64%
41
DOVDOVER CORP
3,922,209$385.2M0.64%
42
KMXCARMAX INC
5,854,849$362.6M0.61%
43
GSGOLDMAN SACHS GROUP INC
1,438,575$362.3M0.60%
44
IPGINTERPUBLIC GROUP COS INC
15,670,474$360.9M0.60%
45
VISNCOMMSCOPE HLDG CO INC
8,876,660$354.8M0.59%
46
4I1PHILIP MORRIS INTL INC
3,491,444$347.1M0.58%
47
MDTMEDTRONIC PLC
3,994,873$320.5M0.53%
48
RRCRANGE RES CORP
20,000$291.0M0.49%
49
MSFTMICROSOFT CORP
3,150$288.0M0.48%
50
ADNTADIENT PLC
4,797,420$286.7M0.48%
51
LEALEAR CORP
1,436,804$267.4M0.45%
52
U S G CORP
6,429,382$259.9M0.43%
53
LBRDKLIBERTY BROADBAND CORP
3,011,107$258.0M0.43%
54
NWSANEWS CORP NEW
15,862,953$250.6M0.42%
55
BWABORGWARNER INC
4,941,193$248.2M0.41%
56
HHC*HOWARD HUGHES CORP
1,775,075$247.0M0.41%
57
AMTTD AMERITRADE HLDG CORP
3,900$231.0M0.39%
58
CVXCHEVRON CORP NEW
2,000$228.0M0.38%
59
METAFACEBOOK INC
1,350,095$215.7M0.36%
60
JLLJONES LANG LASALLE INC
1,179,045$205.9M0.34%
61
FLEXFLEX LTD
12,242,945$199.9M0.33%
62
AFLAFLAC INC
4,551,884$199.2M0.33%
63
BLUE BUFFALO PET PRODS INC
4,963,543$197.6M0.33%
64
APTVAPTIV PLC
2,246,985$190.9M0.32%
65
WOOFOOT LOCKER INC
4,158,130$189.4M0.32%
66
THCTENET HEALTHCARE CORP
7,453,711$180.8M0.30%
67
CDWCDW CORP
2,522,924$177.4M0.30%
68
CLGXCORELOGIC INC
3,802,392$172.0M0.29%
69
CMICUMMINS INC
984,736$159.6M0.27%
70
PDCEUSDPDC ENERGY INC
3,082,278$151.1M0.25%
71
WFRDWEATHERFORD INTL PLC
62,750,974$143.7M0.24%
72
UAUNDER ARMOUR INC
9,480,468$136.0M0.23%
73
RYAAYRYANAIR HLDGS PLC
1,023,894$125.8M0.21%
74
ADTADT INC
14,491,835$114.9M0.19%
75
FNFFIDELITY NATIONAL FINANCIAL
2,778,668$111.2M0.19%
76
LYVLIVE NATION ENTERTAINMENT IN
2,628,937$110.8M0.18%
77
CRICARTER INC
1,006,595$104.8M0.17%
78
CHRWC H ROBINSON WORLDWIDE INC
1,114,790$104.5M0.17%
79
GLPIGAMING & LEISURE PPTYS INC
3,058,185$102.4M0.17%
80
IQVIQVIA HLDGS INC
989,232$97.1M0.16%
81
CRTOCRITEO S A
3,580,500$92.5M0.15%
82
LWLAMB WESTON HLDGS INC
1,522,558$88.6M0.15%
83
CVECENOVUS ENERGY INC
9,755,372$83.0M0.14%
84
HRIHERC HLDGS INC
1,276,111$82.9M0.14%
85
JPMJPMORGAN CHASE & CO
747,152$82.2M0.14%
86
QRVOQORVO INC
1,090,380$76.8M0.13%
87
BKRBAKER HUGHES A GE CO
2,761,493$76.7M0.13%
88
BLKCHFBLACKROCK INC
112,466$60.9M0.10%
89
LIVNLIVANOVA PLC
623,957$55.2M0.09%
90
AXTAAXALTA COATING SYS LTD
1,730,266$52.2M0.09%
91
WCCWESCO INTL INC
712,075$44.2M0.07%
92
BMYBRISTOL MYERS SQUIBB CO
640,206$40.5M0.07%
93
VLRSCONTROLADORA VUELA CIA DE AV
4,860,900$39.6M0.07%
94
LUVSOUTHWEST AIRLS CO
632,630$36.2M0.06%
95
TRVCCITIGROUP INC
40,630,638$36.0M0.06%
96
CSLCARLISLE COS INC
334,511$34.9M0.06%
97
BACBANK AMER CORP
80,881,113$31.9M0.05%
98
MAMASTERCARD INCORPORATED
11,255,570$29.6M0.05%
99
STLAFIAT CHRYSLER AUTOMOBILES N
50,510,151$26.2M0.04%
100
AIGAMERICAN INTL GROUP INC
33,208,625$25.9M0.04%
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