Oakmark Fund增持AER、AMZR和CDW;退出BK和MGA

2026-01-20 00:26

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).
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