The Best Dividend Buys Of Bill Nygren And Henry Berghoef (Oakmark Select Fund)

Bill Nygren, Henry Berghoef - Oakmark Select Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current update of Bill Nygren and Henry Berghoef’s best yielding stock buys for their fund "Oakmark Select". Over the recent quarter, the fund managers bought five companies of which three pay dividends. The highest yielding stock was JPMorgan Chase (JPM). They increased the position by 10.02 percent. JPM has now a portfolio weighting of 0.42 percent.

Bill Nygren, Henry Berghoef - Oakmark Select Q4/2011 Fund Portfolio

Bill Nygren, Henry Berghoef - Oakmark Select Q4/2011 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 Q4/2011 (December 31, 2011). In total, they have 20 stocks with a total portfolio worth of USD 2,373,087,000.

Bill Nygren, Henry Berghoef - Oakmark Select Q3-2011 Fund Portfolio

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

Bill Nygren, Henry Berghoef - Oakmark Select Q2-2011 Fund Portfolio

Bill Nygren, Henry Berghoef - Oakmark Select Q2-2011 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 Q2/2011 (June 30, 2011). In total, they held 21 stocks with a total portfolio worth of USD 2,567,583,000.

Bill Nygren and Henry Berghoef’s fund positions as of Q2/2011 with actual share movements:

Bill Nygren, Henry Berghoef - Oakmark Select Q2-2011 Fund Portfolio (Click to enlarge)

Bill Nygren, Henry Berghoef - Oakmark Select Q2-2011 Top Portfolio Positions (Click to enlarge)

Bill Nygren, Henry Berghoef - Oakmark Select Q2-2011 Fund Sector Allocation (Click to enlarge)

Related Stock Ticker of Bill Nygren and Henry Berghoef’s Portfolio:

DISCK, TEL, LINTA, CMCSA, CPN, TXN, CVE, MA, DELL, BMY, DTV, INTC, EBAY, COF, MDT, NFX, TWX, JPM, HRB, BBY, BAC,