HARRIS ASSOCIATES L P Q4 2018 Filing

Filed February 14, 2019

Portfolio Value

$49.6B

Holdings

125

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (125 positions)

#StockSharesValue% PortfolioType
1
DELPHI TECHNOLOGIES PLC
79,522$1.1B2.30%
2
WFCWELLS FARGO CO NEW
21,950,927$1.0B2.04%
3
HLTHILTON WORLDWIDE HLDGS INC
13,199,591$947.7M1.91%
4
GEGENERAL ELECTRIC CO
121,783,710$921.9M1.86%
5
STLAFIAT CHRYSLER AUTOMOBILES N
63,059,845$911.8M1.84%
6
ALLYALLY FINL INC
39,562,868$896.5M1.81%
7
LBTYBLIBERTY GLOBAL PLC
42,007,872$867.0M1.75%
8
NFLXNETFLIX INC
3,109,548$832.3M1.68%
9
CMCSACOMCAST CORP NEW
24,376,857$830.0M1.67%
10
HCAHCA HEALTHCARE INC
6,442,798$801.8M1.62%
11
USBUS BANCORP DEL
17,497$800.0M1.61%
12
CHKEURCHESAPEAKE ENERGY CORP
41,888,380$796.3M1.61%
13
CTRPUSDCTRIP COM INTL LTD
1,515,900$781.3M1.58%
14
CVSCVS HEALTH CORP
11,875,407$778.1M1.57%
15
ORCLORACLE CORP
17,119,378$772.9M1.56%
16
TLVGRUPO TELEVISA SA
60,148,738$756.7M1.53%
17
WTWWILLIS TOWERS WATSON PUB LTD
4,816,138$731.4M1.48%
18
GOOGLALPHABET INC
638,098$666.8M1.35%
19
COFCAPITAL ONE FINL CORP
8,070,530$610.1M1.23%
20
AALAMERICAN AIRLS GROUP INC
18,951,352$608.5M1.23%
21
BCBRUNSWICK CORP
13,100$608.0M1.23%
22
AAPLAPPLE INC
3,805,794$600.3M1.21%
23
DEODIAGEO P L C
4,219,074$598.3M1.21%
24
APCANADARKO PETE CORP
13,514,955$592.5M1.20%
25
NOVEURNATIONAL OILWELL VARCO INC
22,820,259$586.5M1.18%
26
SCHWSCHWAB CHARLES CORP NEW
13,940,097$578.9M1.17%
27
CBRECBRE GROUP INC
14,433,299$577.9M1.17%
28
BKNGBOOKING HLDGS INC
323,988$558.0M1.13%
29
VVISA INC
4,195,267$553.5M1.12%
30
LBTYBLIBERTY GLOBAL PLC
25,294,509$539.8M1.09%
31
QVCAUSDQURATE RETAIL INC
27,610,598$539.0M1.09%
32
MCOMOODYS CORP
3,805,977$533.0M1.08%
33
CVECENOVUS ENERGY INC
73,886,985$519.3M1.05%
34
STTSTATE STR CORP
8,200,705$517.2M1.04%
35
9990302DAPACHE CORP
19,644,841$515.7M1.04%
36
BKBANK NEW YORK MELLON CORP
10,826,019$509.6M1.03%
37
ITWILLINOIS TOOL WKS INC
4,000$507.0M1.02%
38
BIDUNBAIDU INC
3,155,245$500.4M1.01%
39
INTCINTEL CORP
10,131,163$475.5M0.96%
40
MGMMGM RESORTS INTERNATIONAL
19,165,903$465.0M0.94%
41
CATCATERPILLAR INC DEL
3,529,388$448.5M0.90%
42
LEALEAR CORP
3,424,807$420.8M0.85%
43
BMYBRISTOL MYERS SQUIBB CO
7,242,366$376.5M0.76%
44
METAFACEBOOK INC
2,839,715$372.3M0.75%
45
PHPARKER HANNIFIN CORP
2,490,145$371.4M0.75%
46
BAXBAXTER INTL INC
5,585,064$367.6M0.74%
47
TXNTEXAS INSTRS INC
3,840,731$362.9M0.73%
48
FLEXFLEX LTD
5,806,390$344.9M0.70%
49
HALHALLIBURTON CO
12,660,135$336.5M0.68%
50
ULUNILEVER PLC
781,436$308.6M0.62%
51
ARNCCHFARCONIC INC
18,284,546$308.3M0.62%
52
UNHUNITEDHEALTH GROUP INC
1,226,011$305.4M0.62%
53
4I1PHILIP MORRIS INTL INC
4,172,473$278.6M0.56%
54
IPGINTERPUBLIC GROUP COS INC
13,084,919$269.9M0.54%
55
ADPAUTOMATIC DATA PROCESSING IN
2,010,938$263.7M0.53%
56
MSFTMICROSOFT CORP
2,515$255.0M0.51%
57
CMICUMMINS INC
1,870,424$250.0M0.50%
58
ITGARTNER INC
1,912,018$244.4M0.49%
59
DXCDXC TECHNOLOGY CO
4,423,822$235.2M0.47%
60
BWABORGWARNER INC
6,663,643$231.5M0.47%
61
GSGOLDMAN SACHS GROUP INC
1,364,085$227.9M0.46%
62
JCIJOHNSON CTLS INTL PLC
7,599,381$225.3M0.45%
63
LUVSOUTHWEST AIRLS CO
4,792,368$222.7M0.45%
64
WOOFOOT LOCKER INC
4,153,230$221.0M0.45%
65
CVXCHEVRON CORP NEW
2,000$218.0M0.44%
66
FDXFEDEX CORP
1,311,528$211.6M0.43%
67
RRCRANGE RES CORP
20,000$191.0M0.39%
68
LBRDKLIBERTY BROADBAND CORP
2,638,986$190.1M0.38%
69
EBAEBAY INC
6,635,330$186.3M0.38%
70
NWSANEWS CORP NEW
15,819,883$179.6M0.36%
71
AONAON PLC
1,149,105$167.0M0.34%
72
HHC*HOWARD HUGHES CORP
1,702,349$166.2M0.34%
73
APTVAPTIV PLC
2,248,290$138.4M0.28%
74
UAUNDER ARMOUR INC
8,363,376$135.2M0.27%
75
CLGXCORELOGIC INC
4,029,333$134.7M0.27%
76
CSLCARLISLE COS INC
1,244,010$125.0M0.25%
77
LYVLIVE NATION ENTERTAINMENT IN
2,516,452$123.9M0.25%
78
U S G CORP
2,803,502$119.6M0.24%
79
POSTPOST HLDGS INC
1,245,640$111.0M0.22%
80
TSMTAIWAN SEMICONDUCTOR MFG LTD
2,928,771$108.1M0.22%
81
GLPIGAMING & LEISURE PPTYS INC
3,317,187$107.2M0.22%
82
THCTENET HEALTHCARE CORP
6,209,187$106.4M0.21%
83
DOVDOVER CORP
1,378,079$97.8M0.20%
84
CRICARTERS INC
909,818$74.3M0.15%
85
ADTADT INC
11,862,845$71.3M0.14%
86
PDCEUSDPDC ENERGY INC
2,348,459$69.9M0.14%
87
CRTOCRITEO S A
2,644,800$60.1M0.12%
88
BLKCHFBLACKROCK INC
148,897$58.5M0.12%
89
LIVNLIVANOVA PLC
586,142$53.6M0.11%
90
APY1USDAPERGY CORP
1,933,860$52.4M0.11%
91
CDEVEURCENTENNIAL RESOURCE DEV INC
4,645,582$51.2M0.10%
92
QRVOQORVO INC
761,259$46.2M0.09%
93
CHRWC H ROBINSON WORLDWIDE INC
534,133$44.9M0.09%
94
VLRSCONTROLADORA VUELA CIA DE AV
7,195,950$38.5M0.08%
95
WCCWESCO INTL INC
709,750$34.1M0.07%
96
TRVCCITIGROUP INC
37,552,566$29.2M0.06%
97
THOTHOR INDS INC
559,822$29.1M0.06%
98
BACBANK AMER CORP
81,107,007$27.4M0.06%
99
REGNREGENERON PHARMACEUTICALS
3,011,408$26.0M0.05%
100
KMXCARMAX INC
401,583$25.2M0.05%
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