Oakmark Fund adds AER, AMRZ and CDW; exits BK and MGA (OAKMX:MUTF)

Press Room

3 weeks ago

Oakmark Fund (Investor Class) returned 4.78%, outperforming the S&P 500 Index’s 2.66%.
During Q4 2025, the fund added new positions in AerCap (NYSE:AER), Amrize (NYSE:AMRZ), and CDW (NASDAQ:CDW) to the portfolio.
In Q4 2025, the fund exited its positions in Bank of New York Mellon (BK) and Magna (MGA).
Source.

More on Oakmark Fund Investor Class