Bill Nygren - dataroma

[jeffmori7]

Wow, this guy reads the board!

 

http://www.dataroma.com/m/m_activity.php?m=oaklx&typ=a

 

Reducing everything by 99% and buying BAC and AIG! But seriously, this is probably wrong...

[biaggio]

Wow, this guy reads the board!

 

http://www.dataroma.com/m/m_activity.php?m=oaklx&typ=a

 

Reducing everything by 99% and buying BAC and AIG! But seriously, this is probably wrong...

 

BAC, AIG ~ 10%....the rest must be cash?

 

Or like you say this is probably wrong in that there is a technical problem with the site e.g.typo?

[jeffmori7]

Yes, that' what I thought, a kind of typo on there, because every single position was quite liquidated compared to the previous report...

[Ross812]

I believe this is the same fund aggregated by mffais:

 

http://mffais.com/stock-owner/harris-associates-investment-trust---oakmark-select.html

[Guest hellsten]

I believe this is the same fund aggregated by mffais:

 

http://mffais.com/stock-owner/harris-associates-investment-trust---oakmark-select.html

 

Thanks, first time I hear about mffais. They have an interesting chronology which explains the difficulties and successes they've had along the years:

http://mffais.com/mffais/about.html

[jeffmori7]

http://www.dataroma.com/m/holdings.php?m=oaklx

 

It has now been corrected!

 

Still, two large buy, AIG and BAC.