HARRIS ASSOCIATES L P Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$61.5B

Holdings

171

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (171 positions)

#StockSharesValue% PortfolioType
1
GOOGLALPHABET INC
15,749,876$2.8T4513.09%
2
COFCAPITAL ONE FINL CORP
10,068,086$2.1T3483.00%
3
SCHWSCHWAB CHARLES CORP
22,969,673$2.1T3407.66%
4
ICEINTERCONTINENTAL EXCHANGE IN
10,270,241$1.9T3063.81%
5
ABNBAIRBNB INC
14,237,331$1.9T3063.63%
6
IQVIQVIA HLDGS INC
11,753,182$1.9T3011.62%
7
COPCONOCOPHILLIPS
19,380,459$1.7T2827.92%
8
PSXPHILLIPS 66
13,449,090$1.6T2608.86%
9
KDPKEURIG DR PEPPER INC
47,118,176$1.6T2532.84%
10
CHTRCHARTER COMMUNICATIONS INC N
3,672,367$1.5T2441.09%
11
AIGAMERICAN INTL GROUP INC
17,269,384$1.5T2403.35%
12
FCNCAFIRST CTZNS BANCSHARES INC N
736,249$1.4T2342.15%
13
BACBANK AMERICA CORP
29,413,333$1.4T2263.11%
14
TRVCCITIGROUP INC
16,145,823$1.4T2234.64%
15
EFXEQUIFAX INC
5,107,787$1.3T2154.12%
16
CBRECBRE GROUP INC
9,094,648$1.3T2072.06%
17
WBDWARNER BROS DISCOVERY INC
108,926,085$1.2T2029.71%
18
GMGENERAL MTRS CO
25,303,360$1.2T2024.64%
19
WTWWILLIS TOWERS WATSON PLC LTD
3,786,257$1.2T1886.94%
20
DEDEERE & CO
2,185,155$1.1T1806.68%
21
CNCCENTENE CORP DEL
20,418,731$1.1T1802.13%
22
ALLYALLY FINL INC
26,836,790$1.0T1699.63%
23
AMZNAMAZON COM INC
4,703,993$1.0T1678.03%
24
CNHICNH INDL N V
79,030,123$1.0T1665.38%
25
TELTE CONNECTIVITY PLC
5,499,313$927.6B1508.21%
26
FISVFISERV INC
5,330,732$919.1B1494.40%
27
WFCWELLS FARGO CO NEW
11,468,187$918.8B1494.01%
28
ELVELEVANCE HEALTH INC
2,287,565$889.8B1446.75%
29
CRMSALESFORCE INC
2,992,586$816.0B1326.88%
30
STTSTATE STR CORP
7,621,427$810.5B1317.80%
31
CMCSACOMCAST CORP NEW
21,402,223$763.8B1242.00%
32
MRKMERCK & CO INC
9,131,318$722.8B1175.32%
33
GEHCGE HEALTHCARE TECHNOLOGIES I
9,672,433$716.4B1164.92%
34
CRBGCOREBRIDGE FINL INC
20,138,267$714.9B1162.43%
35
NDAQNASDAQ INC
7,771,730$694.9B1129.98%
36
DALDELTA AIR LINES INC DEL
14,048,629$690.9B1123.41%
37
MPCMARATHON PETE CORP
4,128,430$685.8B1115.06%
38
LADLITHIA MTRS INC
1,991,461$672.8B1093.89%
39
SYYSYSCO CORP
8,731,303$661.3B1075.28%
40
LBRDKLIBERTY BROADBAND CORP
6,410,920$630.7B1025.52%
41
NKENIKE INC
8,748,943$621.5B1010.59%
42
CGCARLYLE GROUP INC
11,315,984$581.6B945.74%
43
EOGEOG RES INC
4,660,244$557.4B906.34%
44
GPNGLOBAL PMTS INC
6,676,892$534.4B868.96%
45
CTVACORTEVA INC
6,907,715$514.8B837.11%
46
BDXBECTON DICKINSON & CO
2,917,284$502.5B817.06%
47
APAAPA CORPORATION
26,606,120$486.6B791.25%
48
PAYCPAYCOM SOFTWARE INC
2,081,854$481.7B783.30%
49
RGAREINSURANCE GRP OF AMERICA I
2,383,546$472.8B768.77%
50
MASMASCO CORP
7,316,545$470.9B765.66%
51
MOHMOLINA HEALTHCARE INC
1,541,308$459.2B746.58%
52
BKBANK NEW YORK MELLON CORP
4,906,153$447.0B726.81%
53
FBINFORTUNE BRANDS INNOVATIONS I
7,581,775$390.3B634.64%
54
GPCGENUINE PARTS CO
2,909,399$352.9B573.87%
55
ZBHZIMMER BIOMET HOLDINGS INC
3,732,101$340.4B553.49%
56
STZCONSTELLATION BRANDS INC
1,753,279$285.2B463.77%
57
BAXBAXTER INTL INC
9,348,468$283.1B460.27%
58
MGAMAGNA INTL INC
7,302,690$282.0B458.46%
59
VVISA INC
773,849$274.8B446.75%
60
BLKBLACKROCK INC
260,716$273.6B444.80%
61
GOOGALPHABET INC
1,365,005$242.1B393.71%
62
ICLRICON PLC
1,638,059$238.3B387.40%
63
FLUTFLUTTER ENTMT PLC
808,559$231.1B375.69%
64
RYAAYRYANAIR HOLDINGS PLC
3,916,432$225.9B367.25%
65
ORCLORACLE CORP
1,023,151$223.7B363.72%
66
BCBRUNSWICK CORP
3,807,002$210.3B341.94%
67
CECELANESE CORP DEL
3,555,067$196.7B319.83%
68
CRLCHARLES RIV LABS INTL INC
1,162,935$176.5B286.91%
69
SEESEALED AIR CORP NEW
5,341,389$165.7B269.50%
70
OTXOPEN TEXT CORP
5,498,367$160.8B261.40%
71
MTNVAIL RESORTS INC
972,558$152.8B248.48%
72
NVSTENVISTA HOLDINGS CORPORATION
7,812,256$152.7B248.21%
73
WENWENDYS CO
11,076,295$126.5B205.67%
74
ABMABM INDS INC
2,618,172$123.6B200.98%
75
KVUEKENVUE INC
5,652,093$118.3B192.35%
76
THOTHOR INDS INC
1,327,051$117.9B191.63%
77
APTVAPTIV PLC
1,385,171$94.5B153.65%
78
BWABORGWARNER INC
2,772,856$92.8B150.95%
79
HCAHCA HEALTHCARE INC
242,180$92.8B150.86%
80
MDLZMONDELEZ INTL INC
1,364,254$92.0B149.60%
81
OPLNOPENLANE INC
3,590,550$87.8B142.74%
82
AXPAMERICAN EXPRESS CO
248,876$79.4B129.08%
83
WMGWARNER MUSIC GROUP CORP
2,759,890$75.2B122.24%
84
MAMASTERCARD INCORPORATED
127,112$71.4B116.14%
85
ALSNALLISON TRANSMISSION HLDGS I
712,727$67.7B110.08%
86
IPGINTERPUBLIC GROUP COS INC
2,395,523$58.6B95.35%
87
CVSCVS HEALTH CORP
844,049$58.2B94.67%
88
KKRKKR & CO INC
430,632$57.3B93.15%
89
ACVAACV AUCTIONS INC
3,042,199$49.3B80.23%
90
GSGOLDMAN SACHS GROUP INC
66,095$46.8B76.06%
91
TRGPTARGA RES CORP
260,110$45.3B73.62%
92
HLTHILTON WORLDWIDE HLDGS INC
148,830$39.6B64.45%
93
ALVAUTOLIV INC
334,515$37.4B60.86%
94
OCOWENS CORNING NEW
262,045$36.0B58.59%
95
CDWCDW CORP
198,701$35.5B57.70%
96
CWKCUSHMAN WAKEFIELD PLC
2,920,889$32.3B52.58%
97
GRFSGRIFOLS S A
3,125,900$28.3B45.95%
98
KRKROGER CO
389,033$27.9B45.37%
99
AAPLAPPLE INC
130,818$26.8B43.64%
100
LEALEAR CORP
236,118$22.4B36.47%
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