- 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.
