HARRIS ASSOCIATES L P Q2 2020 Filing

Filed August 14, 2020

Portfolio Value

$41.1B

Holdings

132

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (132 positions)

#StockSharesValue% PortfolioType
1
HLTHILTON WORLDWIDE HLDGS INC
13,263,190$974.2M2.37%
2
NFLXNETFLIX INC
2,033,085$925.1M2.25%
3
METAFACEBOOK INC
4,013,941$911.4M2.22%
4
WEXWEX INC
5,400$891.0M2.17%
5
STZCONSTELLATION BRANDS INC
4,995,139$873.9M2.13%
6
RYAAYRYANAIR HOLDINGS PLC
12,673,688$840.8M2.05%
7
CMCSACOMCAST CORP NEW
20,051,289$781.6M1.90%
8
HCAHCA HEALTHCARE INC
8,022,145$778.6M1.89%
9
REGNREGENERON PHARMACEUTICALS
1,227,221$765.4M1.86%
10
LBTYBLIBERTY GLOBAL PLC
32,985,333$721.1M1.75%
11
AMTTD AMERITRADE HLDG CORP
19,770$719.0M1.75%
12
MCOMOODYS CORP
2,465,466$677.3M1.65%
13
BCBRUNSWICK CORP
10,450$669.0M1.63%
14
ALLYALLY FINL INC
33,264,227$659.6M1.60%
15
FBINFORTUNE BRANDS HOME & SEC IN
9,970$637.0M1.55%
16
CRMSALESFORCE COM INC
3,200$599.0M1.46%
17
CBRECBRE GROUP INC
13,106,339$592.7M1.44%
18
AG8AGILENT TECHNOLOGIES INC
6,246,174$552.0M1.34%
19
ITWILLINOIS TOOL WKS INC
3,100$542.0M1.32%
20
CVSCVS HEALTH CORP
8,081,586$525.1M1.28%
21
WDAYWORKDAY INC
2,730,473$511.6M1.24%
22
SCHWSCHWAB CHARLES CORP
15,113,604$509.9M1.24%
23
BRK/BBERKSHIRE HATHAWAY INC DEL
2,754,227$491.7M1.20%
24
VVISA INC
2,538,992$490.5M1.19%
25
MSFTMICROSOFT CORP
2,360$480.0M1.17%
26
COFCAPITAL ONE FINL CORP
7,508,541$470.0M1.14%
27
BIDUNBAIDU INC
3,834,169$459.7M1.12%
28
PRGOPERRIGO CO PLC
8,000$442.0M1.08%
29
EOGEOG RES INC
8,398,786$425.5M1.04%
30
CVECENOVUS ENERGY INC
90,432,876$421.6M1.03%
31
LEALEAR CORP
3,731,077$406.8M0.99%
32
CATCATERPILLAR INC DEL
3,174,534$401.6M0.98%
33
ORCLORACLE CORP
7,104,416$392.7M0.96%
34
PINSPINTEREST INC
16,522,332$366.3M0.89%
35
STTSTATE STR CORP
5,576,488$354.4M0.86%
36
TLVGRUPO TELEVISA SA
64,750,973$339.3M0.83%
37
HUMHUMANA INC
854,010$331.1M0.81%
38
GEGENERAL ELECTRIC CO
43,029,393$293.9M0.71%
39
RGAREINSURANCE GRP OF AMERICA I
3,712,660$291.2M0.71%
40
OTXOPEN TEXT CORP
6,808,100$288.2M0.70%
41
WFCWELLS FARGO CO NEW
10,534,485$269.7M0.66%
42
CMICUMMINS INC
1,552,518$269.0M0.65%
43
GSGOLDMAN SACHS GROUP INC
1,356,246$268.0M0.65%
44
HWMHOWMET AEROSPACE INC
16,901,514$267.9M0.65%
45
PHPARKER HANNIFIN CORP
1,433,211$262.7M0.64%
46
BWABORGWARNER INC
7,281,684$257.0M0.63%
47
SPGIS&P GLOBAL INC
764,599$251.9M0.61%
48
EBAEBAY INC.
4,782,511$250.8M0.61%
49
MGMMGM RESORTS INTERNATIONAL
14,913,703$250.6M0.61%
50
LBRDKLIBERTY BROADBAND CORP
1,954,538$242.3M0.59%
51
BKBANK NEW YORK MELLON CORP
6,138,760$237.3M0.58%
52
9990302DAPACHE CORP
17,511,660$236.4M0.58%
53
CLVTRIP COM GROUP LTD
8,575,077$222.3M0.54%
54
CLGXCORELOGIC INC
3,302,680$222.0M0.54%
55
QVCAUSDQURATE RETAIL INC
23,116,686$219.6M0.53%
56
ITGARTNER INC
1,769,503$214.7M0.52%
57
AXPAMERICAN EXPRESS CO
2,208,728$210.3M0.51%
58
IPGINTERPUBLIC GROUP COS INC
11,646,275$199.8M0.49%
59
BABAALIBABA GROUP HLDG LTD
316,080$197.0M0.48%
60
JCIJOHNSON CTLS INTL PLC
5,670,393$193.6M0.47%
61
UNHUNITEDHEALTH GROUP INC
653,997$192.9M0.47%
62
4I1PHILIP MORRIS INTL INC
2,743,820$192.2M0.47%
63
DXCDXC TECHNOLOGY CO
10,634,180$175.5M0.43%
64
LUVSOUTHWEST AIRLS CO
4,871,914$166.5M0.41%
65
LBTYBLIBERTY GLOBAL PLC
7,711,111$165.9M0.40%
66
MTCHEURMATCH GROUP INC
1,538,094$164.7M0.40%
67
APTVAPTIV PLC
2,085,717$162.5M0.40%
68
NVSTENVISTA HOLDINGS CORPORATION
7,537,829$159.0M0.39%
69
LIVNLIVANOVA PLC
3,286,338$158.2M0.38%
70
THOTHOR INDS INC
1,459,642$155.5M0.38%
71
AAPLAPPLE INC
401,135$146.3M0.36%
72
GDGENERAL DYNAMICS CORP
905,869$135.4M0.33%
73
ADPAUTOMATIC DATA PROCESSING IN
893,638$133.1M0.32%
74
GLPIGAMING & LEISURE PPTYS INC
3,818,666$132.1M0.32%
75
HALHALLIBURTON CO
9,712,785$126.1M0.31%
76
HHC*HOWARD HUGHES CORP
2,377,656$123.5M0.30%
77
INTCINTEL CORP
2,060,827$123.3M0.30%
78
CSLCARLISLE COS INC
1,024,561$122.6M0.30%
79
DEODIAGEO P L C
897,935$120.7M0.29%
80
THCTENET HEALTHCARE CORP
6,592,241$119.4M0.29%
81
TMUST-MOBILE US INC
1,106,894$115.3M0.28%
82
NOVEURNATIONAL OILWELL VARCO INC
9,303,736$114.0M0.28%
83
POSTPOST HLDGS INC
1,195,188$104.7M0.25%
84
FANGDIAMONDBACK ENERGY INC
2,382,704$99.6M0.24%
85
TXNTEXAS INSTRS INC
770,298$97.8M0.24%
86
CXOEURCONCHO RES INC
1,661,536$85.6M0.21%
87
WOOFOOT LOCKER INC
2,902,470$84.6M0.21%
88
CRICARTERS INC
1,013,871$81.8M0.20%
89
LYVLIVE NATION ENTERTAINMENT IN
1,779,916$78.9M0.19%
90
BLKCHFBLACKROCK INC
142,926$77.8M0.19%
91
TRNTRINITY INDS INC
3,055,151$65.0M0.16%
92
MANMANPOWERGROUP INC
939,288$64.6M0.16%
93
ARNC1EURARCONIC CORPORATION
4,447,682$62.0M0.15%
94
ZBHZIMMER BIOMET HOLDINGS INC
400,098$47.8M0.12%
95
HRIHERC HLDGS INC
1,494,089$45.9M0.11%
96
MASMASCO CORP
710,175$35.7M0.09%
97
BBBLACKBERRY LTD
7,195,700$35.0M0.09%
98
ALVAUTOLIV INC
529,255$34.1M0.08%
99
APY1EURCHAMPIONX CORPORATION
2,996,054$29.2M0.07%
100
NDAQNASDAQ INC
239,070$28.6M0.07%
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