HARRIS ASSOCIATES L P Q3 2017 Filing

Filed November 14, 2017

Portfolio Value

$59.3B

Holdings

124

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (124 positions)

#StockSharesValue% PortfolioType
1
ALLYALLY FINL INC
40,571,501$984.3M1.66%
2
ITWILLINOIS TOOL WKS INC
5,750$851.0M1.44%
3
DEODIAGEO P L C
6,433,188$850.0M1.43%
4
TMKTORCHMARK CORP
10,050$805.0M1.36%
5
9990302DAPACHE CORP
17,435,612$798.6M1.35%
6
LBTYBLIBERTY GLOBAL PLC
24,160,579$790.1M1.33%
7
CHTRCHARTER COMMUNICATIONS INC N
2,113,077$767.9M1.30%
8
UNHUNITEDHEALTH GROUP INC
3,898,965$763.6M1.29%
9
NOVEURNATIONAL OILWELL VARCO INC
19,428,844$694.2M1.17%
10
MGMMGM RESORTS INTERNATIONAL
21,044,634$685.8M1.16%
11
COFCAPITAL ONE FINL CORP
8,095,436$685.4M1.16%
12
CATCATERPILLAR INC DEL
5,359,347$668.4M1.13%
13
VVISA INC
6,168,857$649.2M1.09%
14
BAXBAXTER INTL INC
10,229,768$641.9M1.08%
15
FNFFIDELITY NATIONAL FINANCIAL
13,295,902$631.0M1.06%
16
STTSTATE STR CORP
6,380,504$609.6M1.03%
17
LIBERTY INTERACTIVE CORP
25,689,904$605.5M1.02%
18
TXNTEXAS INSTRS INC
6,610,675$592.6M1.00%
19
CBRECBRE GROUP INC
15,435,822$584.7M0.99%
20
INTCINTEL CORP
15,275,320$581.7M0.98%
21
AAPLAPPLE INC
3,702,653$570.7M0.96%
22
AONAON PLC
3,873,439$565.9M0.95%
23
OIIOCEANEERING INTL INC
21,200$557.0M0.94%
24
KMXCARMAX INC
7,009,207$531.4M0.90%
25
BKBANK NEW YORK MELLON CORP
9,708,499$514.7M0.87%
26
MCOMOODYS CORP
3,650,854$508.2M0.86%
27
GOOGLALPHABET INC
519,263$505.6M0.85%
28
INFYINFOSYS LTD
31,202,494$455.2M0.77%
29
DOVDOVER CORP
4,912,424$448.9M0.76%
30
ULUNILEVER PLC
7,737,450$448.5M0.76%
31
AFLAFLAC INC
5,395,452$439.1M0.74%
32
PHPARKER HANNIFIN CORP
2,488,070$435.5M0.73%
33
FDXFEDEX CORP
1,825,955$411.9M0.69%
34
CVSCVS HEALTH CORP
5,004,035$406.9M0.69%
35
CMCSACOMCAST CORP NEW
10,334,483$397.7M0.67%
36
CMICUMMINS INC
2,300,571$386.6M0.65%
37
LBTYBLIBERTY GLOBAL PLC
11,334,333$384.3M0.65%
38
HOGHARLEY DAVIDSON INC
7,922,594$381.9M0.64%
39
GSGOLDMAN SACHS GROUP INC
1,569,098$372.2M0.63%
40
WHRWHIRLPOOL CORP
1,965,889$362.6M0.61%
41
ADPAUTOMATIC DATA PROCESSING IN
3,311,737$362.0M0.61%
42
ARNCCHFARCONIC INC
14,016,700$348.7M0.59%
43
4I1PHILIP MORRIS INTL INC
3,121,993$346.6M0.58%
44
APCANADARKO PETE CORP
7,004,841$342.2M0.58%
45
VISNCOMMSCOPE HLDG CO INC
8,938,494$296.8M0.50%
46
IPGINTERPUBLIC GROUP COS INC
14,274,602$296.8M0.50%
47
BWABORGWARNER INC
5,764,593$295.3M0.50%
48
CHKEURCHESAPEAKE ENERGY CORP
68,307,815$293.7M0.50%
49
NFLXNETFLIX INC
1,614,946$292.9M0.49%
50
WFRDWEATHERFORD INTL PLC
56,555,775$259.0M0.44%
51
LEALEAR CORP
1,439,632$249.2M0.42%
52
AMTTD AMERITRADE HLDG CORP
5,102,803$249.0M0.42%
53
JLLJONES LANG LASALLE INC
2,008,859$248.1M0.42%
54
MDTMEDTRONIC PLC
3,134,174$243.7M0.41%
55
CVXCHEVRON CORP NEW
2,000$235.0M0.40%
56
QCOMQUALCOMM INC
4,432,481$229.8M0.39%
57
U S G CORP
6,839,694$223.3M0.38%
58
NWSANEWS CORP NEW
16,695,663$221.4M0.37%
59
DELPHI AUTOMOTIVE PLC
2,247,105$221.1M0.37%
60
CDWCDW CORP
3,224,898$212.8M0.36%
61
WOOFOOT LOCKER INC
5,955,553$209.8M0.35%
62
ANAUTONATION INC
4,306,064$204.4M0.34%
63
UAUNDER ARMOUR INC
13,079,782$196.5M0.33%
64
HHC*HOWARD HUGHES CORP
1,601,013$188.8M0.32%
65
MSFTMICROSOFT CORP
2,445,475$182.2M0.31%
66
BKRBAKER HUGHES A GE CO
4,926,750$180.4M0.30%
67
LBRDKLIBERTY BROADBAND CORP
1,803,794$171.9M0.29%
68
QUINTILES IMS HOLDINGS INC
1,681,511$159.9M0.27%
69
LYVLIVE NATION ENTERTAINMENT IN
3,662,852$159.5M0.27%
70
BLUE BUFFALO PET PRODS INC
5,343,266$151.5M0.26%
71
THCTENET HEALTHCARE CORP
8,156,836$134.0M0.23%
72
OSKOSHKOSH CORP
1,483,195$122.4M0.21%
73
BKNGPRICELINE GRP INC
65,414$119.8M0.20%
74
VWR CORP
3,566,705$118.1M0.20%
75
PG4PRINCIPAL FINL GROUP INC
1,771,266$114.0M0.19%
76
GLPIGAMING & LEISURE PPTYS INC
2,823,050$104.1M0.18%
77
CHRWC H ROBINSON WORLDWIDE INC
1,364,015$103.8M0.18%
78
CRICARTER INC
1,018,795$100.6M0.17%
79
BLKCHFBLACKROCK INC
195,597$87.4M0.15%
80
LWLAMB WESTON HLDGS INC
1,863,568$87.4M0.15%
81
CRTOCRITEO S A
2,040,600$84.7M0.14%
82
HRIHERC HLDGS INC
1,410,650$69.3M0.12%
83
MLCOMELCO RESORT ENTERTAINMENT L
2,840,959$68.5M0.12%
84
ITRIITRON INC
771,403$59.7M0.10%
85
MANITOWOC INC
6,589,849$59.3M0.10%
86
AXTAAXALTA COATING SYS LTD
2,006,214$58.0M0.10%
87
HSN INC
1,363,930$53.3M0.09%
88
MLKNMILLER HERMAN INC
1,261,177$45.3M0.08%
89
WCCWESCO INTL INC
717,675$41.8M0.07%
90
ADNTADIENT PLC
479,630$40.3M0.07%
91
TRVCCITIGROUP INC
41,514,413$38.2M0.06%
92
FLSFLOWSERVE CORP
765,186$32.6M0.05%
93
BACBANK AMER CORP
92,676,554$27.8M0.05%
94
AIGAMERICAN INTL GROUP INC
26,918,359$27.7M0.05%
95
EXPEEXPEDIA INC DEL
191,232$27.5M0.05%
96
GEGENERAL ELECTRIC CO
87,953,275$27.4M0.05%
97
QIAGEN NV
822,480$25.9M0.04%
98
BMYBRISTOL MYERS SQUIBB CO
391,881$25.0M0.04%
99
MAMASTERCARD INCORPORATED
13,156,887$24.4M0.04%
100
ORCLORACLE CORP
45,431,165$24.3M0.04%
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