HARRIS ASSOCIATES L P Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$53.1T

Holdings

142

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (142 positions)

#StockSharesValue% PortfolioType
1
GOOGLALPHABET INC
26,850,730$3.2T6.05%
2
COFCAPITAL ONE FINL CORP
19,090,102$2.1T3.93%
3
AMZNAMAZON COM INC
15,618,648$2.0T3.83%
4
CHTRCHARTER COMMUNICATIONS INC N
5,381,827$2.0T3.72%
5
FISVFISERV INC
15,491,265$2.0T3.68%
6
ICEINTERCONTINENTAL EXCHANGE IN
14,550,979$1.6T3.10%
7
KKRKKR & CO INC
29,160,310$1.6T3.07%
8
CNHICNH INDL N V
112,756,552$1.6T3.06%
9
COPCONOCOPHILLIPS
14,955,108$1.5T2.92%
10
BACBANK AMERICA CORP
53,462,371$1.5T2.89%
11
GMGENERAL MTRS CO
38,534,984$1.5T2.80%
12
ORCLORACLE CORP
12,077,686$1.4T2.71%
13
AIGAMERICAN INTL GROUP INC
22,548,138$1.3T2.44%
14
CBRECBRE GROUP INC
14,735,255$1.2T2.24%
15
SCHWSCHWAB CHARLES CORP
18,865,188$1.1T2.01%
16
CRMSALESFORCE INC
5,056,476$1.1T2.01%
17
WFCWELLS FARGO CO NEW
24,037,028$1.0T1.93%
18
EOGEOG RES INC
8,623,978$986.9B1.86%
19
HCAHCA HEALTHCARE INC
3,013,323$914.5B1.72%
20
PHPARKER-HANNIFIN CORP
2,264,268$883.2B1.66%
21
TELTE CONNECTIVITY LTD
6,164,588$864.0B1.63%
22
WTWWILLIS TOWERS WATSON PLC LTD
3,532,080$831.8B1.57%
23
RYAAYRYANAIR HOLDINGS PLC
7,440,497$822.9B1.55%
24
WBDWARNER BROS DISCOVERY INC
64,361,159$807.1B1.52%
25
CMCSACOMCAST CORP NEW
17,431,130$724.3B1.36%
26
ALLYALLY FINL INC
26,031,492$703.1B1.32%
27
FCNCAFIRST CTZNS BANCSHARES INC N
519,290$666.5B1.25%
28
MASMASCO CORP
9,728,394$558.2B1.05%
29
DHRDANAHER CORPORATION
2,321,140$557.1B1.05%
30
LBRDKLIBERTY BROADBAND CORP
6,473,290$518.6B0.98%
31
IPGINTERPUBLIC GROUP COS INC
13,382,059$516.3B0.97%
32
LADLITHIA MTRS INC
1,647,856$501.1B0.94%
33
STTSTATE STR CORP
6,806,725$498.1B0.94%
34
TRVCCITIGROUP INC
10,792,958$496.9B0.94%
35
BWABORGWARNER INC
10,146,082$496.2B0.93%
36
OTXOPEN TEXT CORP
11,338,207$471.5B0.89%
37
WDAYWORKDAY INC
2,074,013$468.5B0.88%
38
KRKROGER CO
9,918,639$466.2B0.88%
39
APAAPA CORPORATION
13,374,458$457.0B0.86%
40
HLTHILTON WORLDWIDE HLDGS INC
2,943,624$428.4B0.81%
41
METAMETA PLATFORMS INC
1,469,711$421.8B0.79%
42
GSGOLDMAN SACHS GROUP INC
1,292,895$417.0B0.78%
43
BLKCHFBLACKROCK INC
581,177$401.7B0.76%
44
MCOMOODYS CORP
1,124,848$391.1B0.74%
45
IQVIQVIA HLDGS INC
1,598,580$359.3B0.68%
46
FBINFORTUNE BRANDS INNOVATIONS I
4,879,786$351.1B0.66%
47
LBTYBLIBERTY GLOBAL PLC
20,700,139$349.0B0.66%
48
VVISA INC
1,385,541$329.0B0.62%
49
MOALTRIA GROUP INC
7,204,971$326.4B0.61%
50
AXPAMERICAN EXPRESS CO
1,868,638$325.5B0.61%
51
BKBANK NEW YORK MELLON CORP
7,100,250$316.1B0.59%
52
TFCTRUIST FINL CORP
10,387,680$315.3B0.59%
53
THOTHOR INDS INC
3,008,564$311.4B0.59%
54
PINSPINTEREST INC
11,344,771$310.2B0.58%
55
PHMPULTE GROUP INC
3,963,314$307.9B0.58%
56
EFXEQUIFAX INC
1,278,183$300.8B0.57%
57
RGAREINSURANCE GRP OF AMERICA I
2,087,033$289.4B0.54%
58
CSLCARLISLE COS INC
1,116,935$286.5B0.54%
59
BKNGBOOKING HOLDINGS INC
102,841$277.7B0.52%
60
GOOGALPHABET INC
2,132,498$258.0B0.49%
61
CRBGCOREBRIDGE FINL INC
13,895,536$245.4B0.46%
62
GPNGLOBAL PMTS INC
2,282,785$224.9B0.42%
63
NVSTENVISTA HOLDINGS CORPORATION
6,202,728$209.9B0.40%
64
CECELANESE CORP DEL
1,795,819$208.0B0.39%
65
EBAEBAY INC.
4,506,727$201.4B0.38%
66
LEALEAR CORP
1,384,124$198.7B0.37%
67
MGAMAGNA INTL INC
3,356,809$189.5B0.36%
68
DISDISNEY WALT CO
1,995,536$178.2B0.34%
69
HHC*HOWARD HUGHES CORP
2,104,276$166.1B0.31%
70
SEESEALED AIR CORP NEW
4,097,645$163.9B0.31%
71
BRK/BBERKSHIRE HATHAWAY INC DEL
431,977$147.3B0.28%
72
VIPSVIPSHOP HOLDINGS LIMITED
8,734,169$144.1B0.27%
73
PCARPACCAR INC
1,583,096$132.4B0.25%
74
CRICARTERS INC
1,803,846$131.0B0.25%
75
FLSFLOWSERVE CORP
3,428,375$127.4B0.24%
76
WENWENDYS CO
5,600,304$121.8B0.23%
77
NFLXNETFLIX INC
264,173$116.4B0.22%
78
BAXBAXTER INTL INC
2,425,779$110.5B0.21%
79
PDCEUSDPDC ENERGY INC
1,436,693$102.2B0.19%
80
WMGWARNER MUSIC GROUP CORP
3,233,130$84.4B0.16%
81
MANMANPOWERGROUP INC WIS
931,870$74.0B0.14%
82
CVSCVS HEALTH CORP
1,011,899$70.0B0.13%
83
QSRRESTAURANT BRANDS INTL INC
864,439$67.0B0.13%
84
OPLNOPENLANE INC
4,150,297$63.2B0.12%
85
MAMASTERCARD INCORPORATED
154,405$60.7B0.11%
86
ABMABM INDS INC
916,850$39.1B0.07%
87
ACVAACV AUCTIONS INC
2,239,408$38.7B0.07%
88
GILGILDAN ACTIVEWEAR INC
1,072,900$34.6B0.07%
89
ALVAUTOLIV INC
404,400$34.4B0.06%
90
CWKCUSHMAN WAKEFIELD PLC
3,988,798$32.6B0.06%
91
DLTRDOLLAR TREE INC
215,341$30.9B0.06%
92
AAPLAPPLE INC
153,312$29.7B0.06%
93
ALSNALLISON TRANSMISSION HLDGS I
514,416$29.0B0.05%
94
GRFSGRIFOLS S A
2,769,700$25.4B0.05%
95
CIGICOLLIERS INTL GROUP INC
251,140$24.6B0.05%
96
JCIJOHNSON CTLS INTL PLC
343,124$23.4B0.04%
97
TXNTEXAS INSTRS INC
79,322$14.3B0.03%
98
NOVNOV INC
888,929$14.3B0.03%
99
ADBEADOBE SYSTEMS INCORPORATED
26,805$13.1B0.02%
100
APY1EURCHAMPIONX CORPORATION
380,250$11.8B0.02%
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