13F filing recap · Q2 2025
What did Harris Associates buy in Q2 2025?
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
$61.50B
Positions
171
Estimated turnover
22.3%
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 Nike, Zimmer Biomet, ICON, and Charles River Laboratories, among others, while exiting Bristol-Myers Squibb, Etsy, Intel, LPL Financial, and S&P Global. The firm substantially increased its Airbnb stake and dramatically added to Amazon and Salesforce. It substantially trimmed Deere, Corteva, Kenvue, and Aptiv, and moderately reduced Schwab, Charter Communications, and American International Group.