Oakmark Fund’s Q2 2026 Investor Letter

Harris Oakmark recently released its second-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. In the quarter, the Fund (investor class) underperformed the S&P 500 Index, returning 2.45% vs. 15.20% for the index. The industrials and financials contributed to performance at the sector level, while information technology and energy detracted. Investing in AI-benefited enterprises kept market leadership narrow during the quarter. In addition, you can check the Fund’s top five holdings to determine its best picks for 2026.

A copy of Oakmark Fund’s Q2 2026 investor letter can be downloaded here.

1281292 - 11759070 - 1