HARRIS ASSOCIATES L P Q2 2017 Filing

Filed August 14, 2017

Portfolio Value

$55.6B

Holdings

120

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (120 positions)

#StockSharesValue% PortfolioType
1
ITWILLINOIS TOOL WKS INC
6,750$967.0M1.74%
2
DATATABLEAU SOFTWARE INC
15,525$951.0M1.71%
3
9990302DAPACHE CORP
18,741,407$898.3M1.62%
4
UNHUNITEDHEALTH GROUP INC
4,644,572$861.2M1.55%
5
ALLYALLY FINL INC
39,078,816$816.7M1.47%
6
OIIOCEANEERING INTL INC
35,025$800.0M1.44%
7
DEODIAGEO P L C
6,526,275$782.0M1.41%
8
CATCATERPILLAR INC DEL
6,767,448$727.2M1.31%
9
BAXBAXTER INTL INC
11,846,207$717.2M1.29%
10
CHTRCHARTER COMMUNICATIONS INC N
2,040,836$687.5M1.24%
11
VVISA INC
7,312,471$685.8M1.23%
12
COFCAPITAL ONE FINL CORP
8,063,205$666.2M1.20%
13
MGMMGM RESORTS INTERNATIONAL
21,281,034$665.9M1.20%
14
AONAON PLC
4,811,614$639.7M1.15%
15
NOVEURNATIONAL OILWELL VARCO INC
18,574,753$611.9M1.10%
16
BKBANK NEW YORK MELLON CORP
11,859,316$605.1M1.09%
17
STLAFIAT CHRYSLER AUTOMOBILES N
56,811,079$603.9M1.09%
18
FNFFIDELITY NATIONAL FINANCIAL
13,305,502$596.5M1.07%
19
CBRECBRE GROUP INC
16,305,865$593.5M1.07%
20
LIBERTY INTERACTIVE CORP
24,183,983$593.5M1.07%
21
STTSTATE STR CORP
6,385,050$572.9M1.03%
22
FDXFEDEX CORP
2,502,601$543.9M0.98%
23
AAPLAPPLE INC
3,709,538$534.2M0.96%
24
INTCINTEL CORP
15,512,517$523.4M0.94%
25
TXNTEXAS INSTRS INC
6,637,622$510.6M0.92%
26
AFLAFLAC INC
6,189,627$480.8M0.86%
27
GOOGLALPHABET INC
506,707$471.1M0.85%
28
DOVDOVER CORP
5,765,341$462.5M0.83%
29
KMXCARMAX INC
7,167,706$452.0M0.81%
30
MCOMOODYS CORP
3,670,649$446.6M0.80%
31
HOGHARLEY DAVIDSON INC
7,922,364$428.0M0.77%
32
ULUNILEVER PLC
7,766,278$420.3M0.76%
33
CMICUMMINS INC
2,589,747$420.1M0.76%
34
WHRWHIRLPOOL CORP
2,180,839$417.9M0.75%
35
PHPARKER HANNIFIN CORP
2,554,020$408.2M0.73%
36
CVSCVS HEALTH CORP
5,004,335$402.6M0.72%
37
INFYINFOSYS LTD
26,153,550$392.8M0.71%
38
CMCSACOMCAST CORP NEW
9,853,913$383.5M0.69%
39
ADPAUTOMATIC DATA PROCESSING IN
3,683,475$377.4M0.68%
40
4I1PHILIP MORRIS INTL INC
3,122,265$366.7M0.66%
41
GSGOLDMAN SACHS GROUP INC
1,609,214$357.1M0.64%
42
IPGINTERPUBLIC GROUP COS INC
12,743,156$313.5M0.56%
43
BLKCHFBLACKROCK INC
726,405$306.8M0.55%
44
CHKEURCHESAPEAKE ENERGY CORP
61,556,090$305.9M0.55%
45
ARNCCHFARCONIC INC
13,439,188$304.4M0.55%
46
WOOFOOT LOCKER INC
5,997,205$295.5M0.53%
47
MDTMEDTRONIC PLC
3,178,330$282.1M0.51%
48
BWABORGWARNER INC
6,623,793$280.6M0.50%
49
UNPUNION PAC CORP
2,565,634$279.4M0.50%
50
AMTTD AMERITRADE HLDG CORP
6,343,014$272.7M0.49%
51
CVXCHEVRON CORP NEW
2,500$261.0M0.47%
52
JLLJONES LANG LASALLE INC
2,032,233$254.0M0.46%
53
QCOMQUALCOMM INC
4,431,791$244.7M0.44%
54
VISNCOMMSCOPE HLDG CO INC
6,390,730$243.0M0.44%
55
MSFTMICROSOFT CORP
3,465,149$238.9M0.43%
56
WFRDWEATHERFORD INTL PLC
61,075,275$236.4M0.43%
57
APCANADARKO PETE CORP
5,176,366$234.7M0.42%
58
METAFACEBOOK INC
1,504$227.0M0.41%
59
NWSANEWS CORP NEW
15,896,738$217.8M0.39%
60
BKRBAKER HUGHES INC
3,882,972$211.7M0.38%
61
CDWCDW CORP
3,368,302$210.6M0.38%
62
LEALEAR CORP
1,441,254$204.8M0.37%
63
CMACOMERICA INC
2,785$204.0M0.37%
64
U S G CORP
6,918,994$200.8M0.36%
65
DELPHI AUTOMOTIVE PLC
2,246,675$196.9M0.35%
66
HHC*HOWARD HUGHES CORP
1,585,474$194.8M0.35%
67
PG4PRINCIPAL FINL GROUP INC
2,823,271$180.9M0.33%
68
QUINTILES IMS HOLDINGS INC
1,863,607$166.8M0.30%
69
LYVLIVE NATION ENTERTAINMENT IN
4,578,552$159.6M0.29%
70
LBRDKLIBERTY BROADBAND CORP
1,834,770$159.2M0.29%
71
ANAUTONATION INC
3,576,454$150.8M0.27%
72
THCTENET HEALTHCARE CORP
7,733,435$149.6M0.27%
73
VWR CORP
4,378,045$144.5M0.26%
74
OSKOSHKOSH CORP
2,026,745$139.6M0.25%
75
FLSFLOWSERVE CORP
2,829,898$131.4M0.24%
76
MLCOMELCO RESORT ENTERTAINMENT L
5,210,004$117.0M0.21%
77
ITRIITRON INC
1,642,928$111.3M0.20%
78
GLPIGAMING & LEISURE PPTYS INC
2,832,950$106.7M0.19%
79
USBUS BANCORP DEL
1,691,555$87.8M0.16%
80
CRICARTER INC
968,440$86.1M0.15%
81
BKNGPRICELINE GRP INC
40,554$75.9M0.14%
82
CHRWC H ROBINSON WORLDWIDE INC
1,027,045$70.5M0.13%
83
AXTAAXALTA COATING SYS LTD
2,051,380$65.7M0.12%
84
HRIHERC HLDGS INC
1,399,518$55.0M0.10%
85
BLUE BUFFALO PET PRODS INC
2,344,399$53.5M0.10%
86
HSN INC
1,499,405$47.8M0.09%
87
WCCWESCO INTL INC
810,145$46.4M0.08%
88
TIFEURTIFFANY & CO NEW
490,278$46.0M0.08%
89
MANITOWOC INC
6,591,749$39.6M0.07%
90
MLKNMILLER HERMAN INC
1,266,177$38.5M0.07%
91
TRVCCITIGROUP INC
41,350,951$35.1M0.06%
92
ULTRA PETROLEUM CORP
2,927,833$31.8M0.06%
93
LWLAMB WESTON HLDGS INC
699,896$30.8M0.06%
94
EXPEEXPEDIA INC DEL
206,649$30.8M0.06%
95
ADNTADIENT PLC
461,890$30.2M0.05%
96
QIAGEN NV
822,480$27.6M0.05%
97
BACBANK AMER CORP
93,643,170$26.2M0.05%
98
ORCLORACLE CORP
48,989,216$25.0M0.04%
99
AIGAMERICAN INTL GROUP INC
23,029,396$23.7M0.04%
100
BIDUNBAIDU INC
9,015,196$23.3M0.04%
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