HARRIS ASSOCIATES L P Q2 2018 Filing

Filed August 14, 2018

Portfolio Value

$61.9T

Holdings

125

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (125 positions)

#StockSharesValue% PortfolioType
1
TRVCCITIGROUP INC
41,016,421$2.7T4.44%
2
GOOGALPHABET INC
2,366,129$2.6T4.27%
3
GMGENERAL MTRS CO
60,734,709$2.4T3.87%
4
BACBANK AMER CORP
80,353,421$2.3T3.66%
5
TELTE CONNECTIVITY LTD
24,954,372$2.2T3.63%
6
MAMASTERCARD INCORPORATED
10,262,790$2.0T3.26%
7
AIGAMERICAN INTL GROUP INC
37,415,653$2.0T3.21%
8
CHTRCHARTER COMMUNICATIONS INC N
6,756,610$2.0T3.20%
9
ORCLORACLE CORP
41,198,686$1.8T2.93%
10
WTWWILLIS TOWERS WATSON PUB LTD
10,963,703$1.7T2.69%
11
HCAHCA HEALTHCARE INC
15,042,474$1.5T2.49%
12
LBTYBLIBERTY GLOBAL PLC
52,297,766$1.4T2.25%
13
WFCWELLS FARGO CO NEW
24,595,652$1.4T2.20%
14
GEGENERAL ELECTRIC CO
88,860,156$1.2T1.95%
15
TLVGRUPO TELEVISA SA
59,965,807$1.1T1.84%
16
REGNREGENERON PHARMACEUTICALS
3,148,677$1.1T1.76%
17
ALLYALLY FINL INC
40,393,795$1.1T1.71%
18
NOVEURNATIONAL OILWELL VARCO INC
23,368,396$1.0T1.64%
19
STLAFIAT CHRYSLER AUTOMOBILES N
52,671,757$995.0B1.61%
20
9990302DAPACHE CORP
18,968,777$886.8B1.43%
21
CVSCVS HEALTH CORP
13,488,896$868.0B1.40%
22
DEODIAGEO P L C
6,002,267$864.4B1.40%
23
CMCSACOMCAST CORP NEW
25,900,770$849.8B1.37%
24
GOOGLALPHABET INC
742,640$838.6B1.36%
25
VVISA INC
5,778,961$765.4B1.24%
26
UNHUNITEDHEALTH GROUP INC
2,931,856$719.3B1.16%
27
COFCAPITAL ONE FINL CORP
7,804,606$717.2B1.16%
28
BIDUNBAIDU INC
2,910,492$707.2B1.14%
29
AAPLAPPLE INC
3,710,683$686.9B1.11%
30
NFLXNETFLIX INC
1,709,050$669.0B1.08%
31
MCOMOODYS CORP
3,903,333$665.8B1.08%
32
APCANADARKO PETE CORP
9,009,363$659.9B1.07%
33
AALAMERICAN AIRLS GROUP INC
17,262,654$655.3B1.06%
34
CBRECBRE GROUP INC
13,583,119$648.5B1.05%
35
MGMMGM RESORTS INTERNATIONAL
21,887,621$635.4B1.03%
36
LBTYBLIBERTY GLOBAL PLC
22,039,201$607.0B0.98%
37
QVCAUSDQURATE RETAIL INC
28,517,266$605.1B0.98%
38
STTSTATE STR CORP
6,378,155$593.7B0.96%
39
BKNGBOOKING HLDGS INC
283,999$575.7B0.93%
40
BKBANK NEW YORK MELLON CORP
9,711,639$523.7B0.85%
41
INTCINTEL CORP
10,362,636$515.1B0.83%
42
BAXBAXTER INTL INC
6,899,053$509.4B0.82%
43
ADPAUTOMATIC DATA PROCESSING IN
3,507,102$470.4B0.76%
44
BMYBRISTOL MYERS SQUIBB CO
8,413,076$465.6B0.75%
45
ULUNILEVER PLC
8,100,119$447.8B0.72%
46
TXNTEXAS INSTRS INC
3,885,658$428.4B0.69%
47
JCIJOHNSON CTLS INTL PLC
12,732,661$425.9B0.69%
48
PHPARKER HANNIFIN CORP
2,490,585$388.2B0.63%
49
METAFACEBOOK INC
1,997,119$388.1B0.63%
50
RYAAYRYANAIR HLDGS PLC
3,334,741$380.9B0.62%
51
HLTHILTON WORLDWIDE HLDGS INC
4,756,400$376.5B0.61%
52
IPGINTERPUBLIC GROUP COS INC
15,414,677$361.3B0.58%
53
CHKEURCHESAPEAKE ENERGY CORP
68,301,726$357.9B0.58%
54
ARNCCHFARCONIC INC
20,694,306$352.0B0.57%
55
4I1PHILIP MORRIS INTL INC
4,251,689$343.3B0.55%
56
MDTMEDTRONIC PLC
3,872,374$331.5B0.54%
57
AONAON PLC
2,392,409$328.2B0.53%
58
GSGOLDMAN SACHS GROUP INC
1,437,665$317.1B0.51%
59
CATCATERPILLAR INC DEL
2,254,685$305.9B0.49%
60
FDXFEDEX CORP
1,316,041$298.8B0.48%
61
DOVDOVER CORP
3,911,557$286.3B0.46%
62
LEALEAR CORP
1,529,198$284.1B0.46%
63
KMXCARMAX INC
3,857,472$281.1B0.45%
64
THCTENET HEALTHCARE CORP
7,343,586$246.5B0.40%
65
NWSANEWS CORP NEW
15,858,868$245.8B0.40%
66
CVECENOVUS ENERGY INC
23,489,502$243.7B0.39%
67
U S G CORP
5,462,769$235.6B0.38%
68
HHC*HOWARD HUGHES CORP
1,771,333$234.7B0.38%
69
ADNTADIENT PLC
4,602,017$226.4B0.37%
70
ITGARTNER INC
1,701,640$226.1B0.37%
71
CMICUMMINS INC
1,695,836$225.5B0.36%
72
WOOFOOT LOCKER INC
4,156,080$218.8B0.35%
73
VISNCOMMSCOPE HLDG CO INC
7,402,214$216.2B0.35%
74
BWABORGWARNER INC
4,937,818$213.1B0.34%
75
APTVAPTIV PLC
2,249,005$206.1B0.33%
76
CLGXCORELOGIC INC
3,953,354$205.2B0.33%
77
WFRDWEATHERFORD INTL PLC
62,222,909$204.7B0.33%
78
LBRDKLIBERTY BROADBAND CORP
2,682,509$203.1B0.33%
79
PDCEUSDPDC ENERGY INC
3,255,065$196.8B0.32%
80
UAUNDER ARMOUR INC
8,951,323$188.7B0.30%
81
LUVSOUTHWEST AIRLS CO
3,239,092$164.8B0.27%
82
ADTADT INC
19,034,830$164.7B0.27%
83
FLEXFLEX LTD
10,326,355$145.7B0.24%
84
LYVLIVE NATION ENTERTAINMENT IN
2,592,137$125.9B0.20%
85
CRTOCRITEO S A
3,569,100$117.2B0.19%
86
GLPIGAMING & LEISURE PPTYS INC
3,084,725$110.4B0.18%
87
CDWCDW CORP
1,350,120$109.1B0.18%
88
CRICARTER INC
1,004,135$108.8B0.18%
89
IQVIQVIA HLDGS INC
965,641$96.4B0.16%
90
BKRBAKER HUGHES A GE CO
2,761,493$91.2B0.15%
91
QRVOQORVO INC
1,091,205$87.5B0.14%
92
APY1USDAPERGY CORP
1,953,753$81.6B0.13%
93
HRIHERC HLDGS INC
1,274,896$71.8B0.12%
94
CHRWC H ROBINSON WORLDWIDE INC
793,470$66.4B0.11%
95
CSLCARLISLE COS INC
576,350$62.4B0.10%
96
LIVNLIVANOVA PLC
622,157$62.1B0.10%
97
BLKCHFBLACKROCK INC
107,656$53.7B0.09%
98
AXTAAXALTA COATING SYS LTD
1,644,756$49.9B0.08%
99
CDEVEURCENTENNIAL RESOURCE DEV INC
2,701,051$48.8B0.08%
100
JPMJPMORGAN CHASE & CO
461,744$48.1B0.08%
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