Bill Nygren, Henry Berghoef - Oakmark Select Q3-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Bill Nygren and Henry Berghoef’s - Oakmark Select - portfolio movements as of Q3/2011 (September 30, 2011). In total, they have 20 stocks with a total portfolio worth of USD 2,155,851,000.
Bill Nygren and Henry Berghoef’s fund positions as of Q3/2011 with actual share movements:
| Sym - Stock | Portfolio Weight | Recent activity | Reported Price* |
| DISCK - Discovery Communications Inc. CL C | 9.47 | Reduce 3.33% | $35.15 |
| LINTA - Liberty Media Interactive | 6.51 | Reduce 5.00% | $14.77 |
| TEL - TE Connectivity | 6.09 | 0 | $28.14 |
| CMCSA - Comcast Corp. | 5.71 | 0 | $20.69 |
| MA - Mastercard Inc. | 5.15 | Reduce 12.50% | $317.16 |
| CPN - Calpine Corp. | 5.13 | 0 | $14.08 |
| INTC - Intel Corp. | 4.99 | 0 | $21.33 |
| EBAY - eBay Inc. | 4.72 | 0 | $29.49 |
| TXN - Texas Instruments | 4.7 | 0 | $26.65 |
| COF - Capital One Financial | 4.69 | Add 18.60% | $39.63 |
| DELL - Dell Inc. | 4.67 | 0 | $14.15 |
| CVE - Cenovus Energy Inc. | 4.59 | 0 | $30.71 |
| BMY - Bristol-Myers Squibb | 4.48 | Reduce 23.19% | $31.38 |
| DTV - DIRECTV Group Inc. | 4.41 | 0 | $42.25 |
| MDT - Medtronic Inc. | 4.32 | 0 | $33.24 |
| TWX - Time Warner Inc. | 4.25 | Add 3.38% | $29.97 |
| JPM - JPMorgan Chase & Co. | 4.18 | Add 20.05% | $30.12 |
| HRB - Block H&R | 4.18 | Add 7.97% | $13.31 |
| FDX - FedEx Corp. | 3.92 | Buy | $67.68 |
| NFX - Newfield Exploration | 3.83 | Add 31.65% | $39.69 |
Related Stock Ticker of Bill Nygren and Henry Berghoef’s Portfolio:
DISCK, LINTA, TEL, CMCSA, MA, CPN, INTC, EBAY, TXN, COF, DELL, CVE, BMY, DTV, MDT, TWX, JPM, HRB, FDX, NFX