13F filing recap · Q2 2026
What did Harris Associates buy in Q2 2026?
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
$75.16B
Positions
161
Estimated turnover
16.0%
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 Booking Holdings, The Cooper Companies, and Birkenstock Holding, along with several smaller semiconductor and ETF stakes. The firm exited Exxon Mobil, Grifols, Sealed Air, and Flutter Entertainment, among others. Notable increases included Marsh & McLennan, Sysco, Synchrony Financial, and Equitable Holdings, while Alphabet, Phillips 66, Deere, Comcast, Warner Bros. Discovery, Marathon Petroleum, and EOG Resources were substantially reduced.