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HARRIS ASSOCIATES L P 13F 持仓明细(2026-03-31) · 小隐寺数据中心
HARRIS ASSOCIATES L P
报告期 2026-03-31 · CIK 0000813917
持仓数
158
前50大市值合计
$63.15B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 16
增持 48
减持 74
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
—
ENVISTA HOLDINGS CORPORATION
-$15.65B
0
-100%
减持
FISV
FISERV INC
-$611.9M
5,650,581
-38%
增持
KDP
KEURIG DR PEPPER INC
+$575.9M
43,428,106
+53%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
GOOGL
ALPHABET INC
-$538.8M
16,702,194
+1%
减持
KR
KROGER CO
-$516.3M
10,035,413
-49%
增持
ABNB
AIRBNB INC
+$485.4M
9,944,948
+86%
增持
COP
CONOCOPHILLIPS
+$465.0M
18,145,794
+25%
增持
PSX
PHILLIPS 66
+$376.6M
13,834,824
+18%
减持
CRM
SALESFORCE INC
-$357.8M
325,683
-76%
减持
COF
CAPITAL ONE FINL CORP
-$348.7M
9,851,349
-17%
建仓
MOH
MOLINA HEALTHCARE INC
+$345.0M
1,047,433
增持
ELV
ELEVANCE HEALTH INC
+$319.9M
2,280,159
+25%
建仓
STZ
CONSTELLATION BRANDS INC
+$317.2M
1,728,367
建仓
MPC
MARATHON PETE CORP
+$311.3M
2,136,760
增持
SYY
SYSCO CORP
+$310.4M
8,566,659
+97%
减持
AMZN
AMAZON COM INC
-$283.9M
2,231,415
-31%
减持
—
CNH INDL N V
-$283.1M
84,068,624
-28%
减持
IQV
IQVIA HLDGS INC
-$258.4M
11,169,383
-1%
减持
CNC
CENTENE CORP DEL
-$255.6M
21,135,939
-17%
减持
AIG
AMERICAN INTL GROUP INC
+$250.4M
22,323,496
-4%
增持
CG
CARLYLE GROUP INC
+$222.1M
8,787,043
+176%
减持
GM
GENERAL MTRS CO
-$215.2M
29,669,259
-2%
减持
EOG
EOG RES INC
-$201.1M
6,146,493
-24%
增持
EFX
EQUIFAX INC
+$200.1M
4,570,557
+28%
减持
WFC
WELLS FARGO CO NEW
-$172.0M
11,781,948
-19%
建仓
MDLZ
MONDELEZ INTL INC
+$159.4M
2,349,475
增持
CVS
CVS HEALTH CORP
+$150.0M
5,995,818
+5%
减持
CBRE
CBRE GROUP INC
-$148.3M
9,685,347
-10%
减持
BAC
BANK AMERICA CORP
-$140.6M
28,364,859
-6%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
-$134.2M
667,011
+3%
建仓
—
FLUTTER ENTMT PLC
+$127.1M
573,575
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$122.7M
5,633,942
+33%
减持
BNY
BANK NEW YORK MELLON CORP
-$122.3M
7,265,533
-24%
减持
SCHW
SCHWAB CHARLES CORP
+$112.2M
27,612,443
-0%
增持
LAD
LITHIA MTRS INC
-$108.6M
2,004,527
+3%
增持
DAL
DELTA AIR LINES INC DEL
-$101.8M
11,292,182
+15%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$99.4M
3,556,504
+1%
增持
BDX
BECTON DICKINSON & CO
+$93.2M
1,291,893
+45%
减持
ORCL
ORACLE CORP
-$93.1M
1,103,635
-26%
减持
ETSY
ETSY INC
-$92.9M
24,571
-99%
清仓
—
LIBERTY GLOBAL LTD
-$88.5M
0
-100%
减持
DE
DEERE & CO
-$81.3M
4,217,219
-13%
增持
ALLY
ALLY FINL INC
+$76.9M
24,915,206
+8%
增持
GPN
GLOBAL PMTS INC
-$69.2M
5,417,803
+1%
减持
C
CITIGROUP INC
-$68.6M
15,503,339
-7%
减持
LBRDK
LIBERTY BROADBAND CORP
+$64.7M
6,636,865
-1%
增持
BAX
BAXTER INTL INC
+$61.4M
9,003,931
+6%
减持
GOOG
ALPHABET INC
-$60.7M
1,490,406
-3%
增持
—
TE CONNECTIVITY PLC
+$57.9M
4,879,440
+10%
减持
PAYC
PAYCOM SOFTWARE INC
-$53.8M
3,040,085
-13%
增持
MGA
MAGNA INTL INC
-$52.4M
7,124,624
+1%
增持
MRK
MERCK & CO INC
+$49.3M
7,469,360
+20%
减持
KKR
KKR & CO INC
-$47.0M
509,361
-29%
减持
RYAAY
RYANAIR HOLDINGS PLC
-$45.0M
6,376,673
-12%
减持
—
APTIV PLC
-$44.3M
3,154,576
-18%
增持
APA
APA CORPORATION
-$41.9M
25,708,527
+2%
减持
CHTR
CHARTER COMMUNICATIONS INC N
+$40.3M
4,142,059
-4%
减持
—
INTERPUBLIC GROUP COS INC
-$40.1M
5,227,679
-20%
增持
STT
STATE STR CORP
-$36.6M
7,689,735
+4%
增持
BWA
BORGWARNER INC
-$35.7M
11,778,269
+0%
增持
CRBG
COREBRIDGE FINL INC
+$35.5M
20,938,098
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$32.3M
2,846
-95%
减持
NVST
ENVISTA HOLDINGS CORPORATION
-$31.9M
8,681,256
-8%
减持
THO
THOR INDS INC
-$31.3M
1,469,778
-1%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$31.0M
168,353
-40%
减持
KVUE
KENVUE INC
-$28.3M
26,881,719
-15%
增持
OTEX
OPEN TEXT CORP
-$27.1M
8,979,797
+0%
减持
MAS
MASCO CORP
-$26.6M
6,270,597
-2%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$26.1M
11,431,282
-15%
增持
CE
CELANESE CORP DEL
-$25.9M
2,253,496
+1%
增持
FBIN
FORTUNE BRANDS INNOVATIONS I
-$24.7M
6,656,364
+6%
增持
GPC
GENUINE PARTS CO
+$24.2M
2,820,605
+6%
减持
GS
GOLDMAN SACHS GROUP INC
-$22.9M
78,483
-32%
清仓
—
SUNRISE COMMUNICATIONS AG
-$21.7M
0
-100%
减持
CTVA
CORTEVA INC
+$21.7M
12,951,695
-7%
清仓
—
BEACON ROOFING SUPPLY INC
-$21.5M
0
-100%
减持
LPLA
LPL FINL HLDGS INC
-$19.5M
135,474
-31%
减持
V
VISA INC
+$18.7M
838,016
-4%
增持
—
SEALED AIR CORP NEW
-$16.7M
6,366,233
+7%
减持
META
META PLATFORMS INC
-$16.6M
2,647
-91%
增持
BLK
BLACKROCK INC
-$16.5M
229,134
+1%
减持
CRI
CARTERS INC
-$16.2M
122,138
-69%
增持
WBD
WARNER BROS DISCOVERY INC
+$15.8M
95,571,064
+0%
减持
AXP
AMERICAN EXPRESS CO
-$15.3M
262,756
-9%
清仓
—
SMURFIT WESTROCK PLC
-$14.7M
0
-100%
建仓
TRGP
TARGA RES CORP
+$14.5M
72,100
减持
DIS
DISNEY WALT CO
-$13.1M
5,017
-96%
清仓
IWD
ISHARES TR
-$11.0M
0
-100%
减持
HCA
HCA HEALTHCARE INC
+$9.5M
305,031
-5%
增持
CMCSA
COMCAST CORP NEW
-$8.8M
20,594,519
+1%
增持
WEN
WENDYS CO
-$8.1M
9,751,310
+5%
增持
—
CUSHMAN WAKEFIELD PLC
-$7.9M
3,073,102
+2%
增持
MTN
VAIL RESORTS INC
-$7.3M
1,035,821
+12%
增持
RGA
REINSURANCE GRP OF AMERICA I
-$7.0M
2,140,505
+7%
增持
ACVA
ACV AUCTIONS INC
-$6.8M
2,990,793
+32%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$5.6M
381,447
-2%
减持
LW
LAMB WESTON HLDGS INC
-$5.3M
18,143
-81%
减持
HHH
HOWARD HUGHES HOLDINGS INC
-$5.2M
1,588,307
-1%
增持
BC
BRUNSWICK CORP
+$4.9M
3,472,408
+23%
增持
NDAQ
NASDAQ INC
-$4.7M
8,693,469
+1%
减持
AAPL
APPLE INC
-$3.9M
128,542
-1%
增持
—
SAPIENS INTL CORP N V
+$3.4M
495,880
+32%
减持
GRFS
GRIFOLS S A
-$3.3M
3,439,000
-8%
减持
LEA
LEAR CORP
-$2.9M
263,295
-5%
减持
—
JOHNSON CTLS INTL PLC
-$2.9M
12,350
-75%
减持
SEG
SEAPORT ENTMT GROUP INC
-$2.8M
125,230
-37%
减持
CSL
CARLISLE COS INC
-$2.4M
10,218
-36%
减持
MCO
MOODYS CORP
-$2.4M
3,290
-60%
减持
CIGI
COLLIERS INTL GROUP INC
-$2.4M
84,300
-9%
减持
ALV
AUTOLIV INC
-$2.3M
346,620
-1%
增持
MCD
MCDONALDS CORP
+$2.2M
7,960
+729%
减持
OPLN
OPENLANE INC
-$2.2M
3,853,710
-0%
建仓
WMT
WALMART INC
+$1.7M
19,422
增持
CCK
CROWN HLDGS INC
+$1.7M
195,989
+2%
减持
MA
MASTERCARD INCORPORATED
+$1.6M
129,350
-2%
减持
BABA
ALIBABA GROUP HLDG LTD
-$1.5M
109,886
-42%
减持
VTV
VANGUARD INDEX FDS
-$1.4M
6,100
-59%
增持
VSTS
VESTIS CORPORATION
+$1.1M
295,235
+149%
减持
TFC
TRUIST FINL CORP
-$1.0M
412,310
-1%
减持
WDAY
WORKDAY INC
-$935.0K
24,168
-5%
减持
DHR
DANAHER CORPORATION
-$855.6K
15,616
-12%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$731.9K
12,000
建仓
—
EXXON MOBIL CORP
+$703.7K
5,917
减持
WMG
WARNER MUSIC GROUP CORP
+$673.2K
4,022,305
-1%
建仓
INTC
INTEL CORP
+$661.6K
29,134
清仓
FLS
FLOWSERVE CORP
-$644.2K
0
-100%
建仓
HON
HONEYWELL INTL INC
+$637.4K
3,010
减持
TXN
TEXAS INSTRS INC
-$626.8K
47,942
-3%
清仓
PH
PARKER-HANNIFIN CORP
-$517.7K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$504.9K
28,682
-12%
增持
ABM
ABM INDS INC
-$504.4K
2,287,761
+8%
减持
BKNG
BOOKING HOLDINGS INC
-$479.1K
61
-60%
建仓
TRN
TRINITY INDS INC
+$451.8K
16,100
减持
HRI
HERC HLDGS INC
-$439.9K
7,250
-3%
清仓
GD
GENERAL DYNAMICS CORP
-$349.1K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$342.5K
0
-100%
建仓
—
UNILEVER PLC
+$327.5K
5,500
减持
DOV
DOVER CORP
-$308.8K
12,920
-6%
减持
NFLX
NETFLIX INC
-$297.6K
3,311
-13%
减持
SPGI
S&P GLOBAL INC
-$279.3K
500
-53%
建仓
FMS
FRESENIUS MEDICAL CARE AG
+$266.3K
10,695
建仓
PUK
PRUDENTIAL PLC
+$248.4K
11,555
清仓
UNH
UNITEDHEALTH GROUP INC
-$220.6K
0
-100%
清仓
HD
HOME DEPOT INC
-$207.7K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
+$179.2K
4,700
-0%
增持
DEO
DIAGEO PLC
-$177.7K
11,566
+6%
增持
MSFT
MICROSOFT CORP
-$149.4K
3,797
+2%
减持
LBRDA
LIBERTY BROADBAND CORP
+$140.5K
18,130
-4%
减持
THC
TENET HEALTHCARE CORP
-$106.4K
2,400
-29%
建仓
IWM
ISHARES TR
+$106.3K
533
