HARRIS ASSOCIATES L P Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$51392.4T

Holdings

133

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (133 positions)

#StockSharesValue% PortfolioType
1
GOOGLALPHABET INC
23,486,473$3073.4T5.98%
2
CHTRCHARTER COMMUNICATIONS INC N
5,229,301$2300.0T4.48%
3
COFCAPITAL ONE FINL CORP
19,408,674$1883.6T3.67%
4
ICEINTERCONTINENTAL EXCHANGE IN
15,523,299$1707.9T3.32%
5
FISVFISERV INC
14,988,944$1693.2T3.29%
6
KKRKKR & CO INC
26,910,677$1657.7T3.23%
7
COPCONOCOPHILLIPS
13,505,059$1617.9T3.15%
8
IQVIQVIA HLDGS INC
7,903,004$1554.9T3.03%
9
CNHICNH INDL N V
123,079,130$1501.6T2.92%
10
BACBANK AMERICA CORP
52,402,017$1434.8T2.79%
11
AIGAMERICAN INTL GROUP INC
22,873,663$1386.1T2.70%
12
AMZNAMAZON COM INC
10,532,134$1338.8T2.61%
13
GMGENERAL MTRS CO
35,510,342$1170.8T2.28%
14
CBRECBRE GROUP INC
15,321,916$1131.7T2.20%
15
SCHWSCHWAB CHARLES CORP
18,699,172$1026.6T2.00%
16
EOGEOG RES INC
7,909,437$1002.6T1.95%
17
WFCWELLS FARGO CO NEW
23,897,768$976.5T1.90%
18
CRMSALESFORCE INC
4,694,685$952.0T1.85%
19
ORCLORACLE CORP
8,378,032$887.4T1.73%
20
WTWWILLIS TOWERS WATSON PLC LTD
4,207,299$879.2T1.71%
21
WBDWARNER BROS DISCOVERY INC
74,479,228$808.8T1.57%Call
22
KRKROGER CO
17,178,832$768.8T1.50%
23
CMCSACOMCAST CORP NEW
17,019,116$754.6T1.47%
24
DHRDANAHER CORPORATION
2,963,899$735.3T1.43%
25
RYAAYRYANAIR HOLDINGS PLC
7,246,472$704.4T1.37%
26
ALLYALLY FINL INC
26,157,051$697.9T1.36%
27
FCNCAFIRST CTZNS BANCSHARES INC N
494,026$681.8T1.33%
28
LBRDKLIBERTY BROADBAND CORP
6,725,955$614.2T1.20%
29
TELTE CONNECTIVITY LTD
4,930,961$609.1T1.19%
30
CSCOCISCO SYS INC
10,945,290$588.4T1.14%
31
APAAPA CORPORATION
13,338,123$548.2T1.07%
32
MASMASCO CORP
9,628,860$514.7T1.00%
33
HCAHCA HEALTHCARE INC
1,984,345$488.1T0.95%
34
LADLITHIA MTRS INC
1,647,451$486.5T0.95%
35
IPGINTERPUBLIC GROUP COS INC
16,660,094$477.5T0.93%
36
TRVCCITIGROUP INC
11,150,481$458.6T0.89%
37
STTSTATE STR CORP
6,558,292$439.1T0.85%
38
HLTHILTON WORLDWIDE HLDGS INC
2,917,054$438.1T0.85%
39
AXPAMERICAN EXPRESS CO
2,923,742$436.2T0.85%
40
PHPARKER-HANNIFIN CORP
1,091,239$425.1T0.83%
41
GSGOLDMAN SACHS GROUP INC
1,298,799$420.3T0.82%
42
BWABORGWARNER INC
10,062,663$406.2T0.79%
43
MOALTRIA GROUP INC
9,619,982$404.5T0.79%
44
OTXOPEN TEXT CORP
11,515,807$404.1T0.79%
45
BLKCHFBLACKROCK INC
563,639$364.4T0.71%
46
BKBANK NEW YORK MELLON CORP
8,369,620$357.0T0.69%
47
LBTYBLIBERTY GLOBAL PLC
20,426,739$349.7T0.68%
48
GPNGLOBAL PMTS INC
2,790,484$322.0T0.63%
49
TFCTRUIST FINL CORP
10,714,495$306.5T0.60%
50
CRBGCOREBRIDGE FINL INC
15,234,999$300.9T0.59%
51
RGAREINSURANCE GRP OF AMERICA I
2,056,262$298.5T0.58%
52
FBINFORTUNE BRANDS INNOVATIONS I
4,778,283$297.0T0.58%
53
BAXBAXTER INTL INC
7,680,385$289.9T0.56%
54
MGAMAGNA INTL INC
5,265,285$282.3T0.55%
55
MCOMOODYS CORP
886,957$280.4T0.55%
56
CNCCENTENE CORP DEL
3,981,917$274.3T0.53%
57
CVSCVS HEALTH CORP
3,919,295$273.6T0.53%
58
METAMETA PLATFORMS INC
908,358$272.7T0.53%
59
GOOGALPHABET INC
1,961,187$258.6T0.50%
60
CSLCARLISLE COS INC
970,552$251.6T0.49%
61
NVSTENVISTA HOLDINGS CORPORATION
9,011,019$251.2T0.49%
62
THOTHOR INDS INC
2,615,529$248.8T0.48%
63
CTVACORTEVA INC
4,816,721$246.4T0.48%
64
CECELANESE CORP DEL
1,874,465$235.3T0.46%
65
PSXPHILLIPS 66
1,905,478$228.9T0.45%
66
VVISA INC
960,261$220.9T0.43%
67
EFXEQUIFAX INC
1,105,799$202.6T0.39%
68
EBAEBAY INC.
4,546,719$200.5T0.39%
69
SEESEALED AIR CORP NEW
6,072,646$199.5T0.39%
70
PINSPINTEREST INC
6,512,153$176.0T0.34%
71
DISDISNEY WALT CO
2,057,346$166.7T0.32%
72
WENWENDYS CO
7,746,996$158.1T0.31%
73
HHHHOWARD HUGHES HOLDINGS INC
2,105,284$156.1T0.30%
74
PHMPULTE GROUP INC
1,954,842$144.8T0.28%
75
CRICARTERS INC
1,772,367$122.6T0.24%
76
LEALEAR CORP
831,979$111.7T0.22%
77
WMGWARNER MUSIC GROUP CORP
2,972,440$93.3T0.18%
78
VIPSVIPSHOP HLDGS LTD
5,749,901$92.1T0.18%
79
WDAYWORKDAY INC
425,736$91.5T0.18%
80
BCBRUNSWICK CORP
1,087,396$85.9T0.17%
81
OPLNOPENLANE INC
4,171,251$62.2T0.12%
82
MAMASTERCARD INCORPORATED
147,636$58.5T0.11%
83
PHINPHINIA INC
2,002,778$53.7T0.10%
84
ABMABM INDS INC
966,050$38.7T0.08%
85
BKNGBOOKING HOLDINGS INC
12,090$37.3T0.07%
86
NFLXNETFLIX INC
93,755$35.4T0.07%
87
ACVAACV AUCTIONS INC
2,230,907$33.9T0.07%
88
ALVAUTOLIV INC
328,615$31.7T0.06%
89
GILGILDAN ACTIVEWEAR INC
1,101,700$30.9T0.06%
90
BRK/BBERKSHIRE HATHAWAY INC DEL
79,686$27.9T0.05%
91
ALSNALLISON TRANSMISSION HLDGS I
464,270$27.4T0.05%
92
AAPLAPPLE INC
148,543$25.4T0.05%
93
GRFSGRIFOLS S A
2,766,400$25.3T0.05%
94
FLSFLOWSERVE CORP
630,778$25.1T0.05%
95
CIGICOLLIERS INTL GROUP INC
223,340$21.3T0.04%
96
CWKCUSHMAN WAKEFIELD PLC
2,787,017$21.2T0.04%
97
JCIJOHNSON CTLS INTL PLC
338,124$18.0T0.04%
98
NOVNOV INC
838,300$17.5T0.03%
99
MANMANPOWERGROUP INC WIS
233,680$17.1T0.03%
100
FERGFERGUSON PLC NEW
101,800$16.7T0.03%
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