Harris Oakmark recently released its first-quarter 2026 investor letter for the “Oakmark Fund”. The objective of the fund is to deliver capital appreciation by investing in a diverse set of large-cap US companies. A copy of the letter can be downloaded here. In the quarter, the Fund (investor class) outperformed the S&P 500 Index, returning -2.47% vs. -4.33% for the index. In addition, you can check the Fund’s top five holdings to determine its best picks for 2026.
In its first-quarter...
