13F filing recap · Q4 2024
What did Harris Associates buy in Q4 2024?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Harris Associates account, including accounts that belong to no fund below.
Stock value
$60.34B
Positions
152
Estimated turnover
22.7%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Harris Associates opened new positions in Airbnb, Elevance Health, Sysco, Blackrock, Aptiv, Becton Dickinson, Carlyle Group, and several smaller names. The firm exited Agilent Technologies, Diamondback Energy, Gartner, Gildan Activewear, and Seaport Entertainment Group, among others. Notable increases included Keurig Dr Pepper, Merck, GE Healthcare Technologies, and Equifax, while Salesforce, Goldman Sachs, Truist Financial, and Lamb Weston were significantly reduced.