HARRIS ASSOCIATES L P Q4 2017 Filing

Filed February 14, 2018

Portfolio Value

$61.1B

Holdings

130

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (130 positions)

#StockSharesValue% PortfolioType
1
STLAFIAT CHRYSLER AUTOMOBILES N
55,748,141$994.5M1.63%
2
DATATABLEAU SOFTWARE INC
14,075$974.0M1.59%
3
DEODIAGEO P L C
6,410,325$936.1M1.53%
4
9990302DAPACHE CORP
19,009,317$802.6M1.31%
5
BCBRUNSWICK CORP
14,425$797.0M1.31%
6
ITWILLINOIS TOOL WKS INC
4,750$793.0M1.30%
7
CATCATERPILLAR INC DEL
5,024,562$791.8M1.30%
8
COFCAPITAL ONE FINL CORP
7,894,306$786.1M1.29%
9
UNHUNITEDHEALTH GROUP INC
3,564,601$785.9M1.29%
10
NOVEURNATIONAL OILWELL VARCO INC
21,681,884$781.0M1.28%
11
MGMMGM RESORTS INTERNATIONAL
22,214,034$741.7M1.21%
12
INTCINTEL CORP
15,136,920$698.7M1.14%
13
VVISA INC
6,098,477$695.3M1.14%
14
CMCSACOMCAST CORP NEW
16,952,512$678.9M1.11%
15
CBRECBRE GROUP INC
15,148,128$656.1M1.07%
16
DELPHI TECHNOLOGIES PLC
748,503$640.7M1.05%
17
LBTYBLIBERTY GLOBAL PLC
17,652,145$632.7M1.04%
18
LIBERTY INTERACTIVE CORP
25,651,705$626.4M1.03%
19
AAPLAPPLE INC
3,684,788$623.6M1.02%
20
STTSTATE STR CORP
6,373,625$622.1M1.02%
21
HDHOME DEPOT INC
3,150$597.0M0.98%
22
BAXBAXTER INTL INC
8,970,827$579.9M0.95%
23
TRCOTRIBUNE MEDIA CO
13,600$578.0M0.95%
24
TXNTEXAS INSTRS INC
5,520,492$576.6M0.94%
25
CVSCVS HEALTH CORP
7,757,853$562.4M0.92%
26
GOOGLALPHABET INC
521,456$549.3M0.90%
27
MCOMOODYS CORP
3,684,097$543.8M0.89%
28
INFYINFOSYS LTD
33,451,925$542.6M0.89%
29
BKBANK NEW YORK MELLON CORP
9,703,709$522.6M0.86%
30
AONAON PLC
3,847,763$515.6M0.84%
31
BKNGPRICELINE GRP INC
296,416$515.1M0.84%
32
ARNCCHFARCONIC INC
18,468,730$503.3M0.82%
33
PHPARKER HANNIFIN CORP
2,487,520$496.5M0.81%
34
DOVDOVER CORP
4,685,399$473.2M0.77%
35
FDXFEDEX CORP
1,758,984$438.9M0.72%
36
AFLAFLAC INC
4,925,243$432.3M0.71%
37
ULUNILEVER PLC
7,729,289$427.7M0.70%
38
CVXCHEVRON CORP NEW
3,400$426.0M0.70%
39
FNFFIDELITY NATIONAL FINANCIAL
10,721,670$420.7M0.69%
40
KMXCARMAX INC
6,456,746$414.1M0.68%
41
ADPAUTOMATIC DATA PROCESSING IN
3,512,017$411.6M0.67%
42
HOGHARLEY DAVIDSON INC
7,916,649$402.8M0.66%
43
GSGOLDMAN SACHS GROUP INC
1,533,878$390.8M0.64%
44
NFLXNETFLIX INC
1,998,704$383.7M0.63%
45
JPMJPMORGAN CHASE & CO
3,528,167$377.3M0.62%
46
APCANADARKO PETE CORP
7,012,310$376.1M0.62%
47
VISNCOMMSCOPE HLDG CO INC
8,868,972$335.5M0.55%
48
4I1PHILIP MORRIS INTL INC
3,123,817$330.0M0.54%
49
MDTMEDTRONIC PLC
4,005,042$323.4M0.53%
50
IPGINTERPUBLIC GROUP COS INC
15,540,404$313.3M0.51%
51
JNJJOHNSON & JOHNSON
2,200$307.0M0.50%
52
CMICUMMINS INC
1,708,316$301.8M0.49%
53
JLLJONES LANG LASALLE INC
1,976,111$294.3M0.48%
54
WFRDWEATHERFORD INTL PLC
69,103,790$288.2M0.47%
55
BWABORGWARNER INC
5,305,893$271.1M0.44%
56
JCIJOHNSON CTLS INTL PLC
7,060,238$269.1M0.44%
57
U S G CORP
6,764,819$260.9M0.43%
58
NWSANEWS CORP NEW
15,869,038$257.2M0.42%
59
LEALEAR CORP
1,436,804$253.8M0.42%
60
CHKEURCHESAPEAKE ENERGY CORP
63,229,451$250.4M0.41%
61
PGPROCTER AND GAMBLE CO
2,515$231.0M0.38%
62
HHC*HOWARD HUGHES CORP
1,722,490$226.1M0.37%
63
SLCAU S SILICA HLDGS INC
6,800$221.0M0.36%
64
BKRBAKER HUGHES A GE CO
6,452,550$204.2M0.33%
65
CDWCDW CORP
2,869,166$199.4M0.33%
66
WOOFOOT LOCKER INC
4,198,730$196.8M0.32%
67
ADNTADIENT PLC
2,463,191$193.9M0.32%
68
APTVAPTIV PLC
2,245,520$190.5M0.31%
69
BLUE BUFFALO PET PRODS INC
5,293,766$173.6M0.28%
70
LBRDKLIBERTY BROADBAND CORP
1,894,533$161.3M0.26%
71
UAUNDER ARMOUR INC
10,009,933$133.3M0.22%
72
WHRWHIRLPOOL CORP
771,999$130.2M0.21%
73
CRICARTER INC
1,013,195$119.0M0.19%
74
CHRWC H ROBINSON WORLDWIDE INC
1,303,285$116.1M0.19%
75
THCTENET HEALTHCARE CORP
7,471,011$113.3M0.19%
76
LYVLIVE NATION ENTERTAINMENT IN
2,578,837$109.8M0.18%
77
AALAMERICAN AIRLS GROUP INC
2,023,077$105.3M0.17%
78
PDCEUSDPDC ENERGY INC
2,027,933$104.5M0.17%
79
GLPIGAMING & LEISURE PPTYS INC
2,772,195$102.6M0.17%
80
PG4PRINCIPAL FINL GROUP INC
1,450,153$102.3M0.17%
81
IQVIQVIA HLDGS INC
1,043,397$102.1M0.17%
82
CRTOCRITEO S A
3,589,800$93.4M0.15%
83
LWLAMB WESTON HLDGS INC
1,537,703$86.8M0.14%
84
ANAUTONATION INC
1,667,782$85.6M0.14%
85
HRIHERC HLDGS INC
1,357,340$85.0M0.14%
86
BKIEURBLACK KNIGHT INC
1,792,869$79.2M0.13%
87
HSN INC
1,716,030$69.2M0.11%
88
BLKCHFBLACKROCK INC
123,047$63.2M0.10%
89
AXTAAXALTA COATING SYS LTD
1,941,213$62.8M0.10%
90
LIVNLIVANOVA PLC
624,032$49.9M0.08%
91
WCCWESCO INTL INC
713,075$48.6M0.08%
92
TRVCCITIGROUP INC
40,663,653$38.6M0.06%
93
VLRSCONTROLADORA VUELA CIA DE AV
4,315,700$34.6M0.06%
94
OSKOSHKOSH CORP
365,370$33.2M0.05%
95
BACBANK AMER CORP
87,076,255$30.9M0.05%
96
BMYBRISTOL MYERS SQUIBB CO
491,786$30.1M0.05%
97
AIGAMERICAN INTL GROUP INC
29,042,029$27.4M0.04%
98
MAMASTERCARD INCORPORATED
11,952,622$26.1M0.04%
99
WFCWELLS FARGO CO NEW
25,860,274$25.9M0.04%
100
QIAGEN NV
802,580$24.8M0.04%
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