What Makes Booking Holdings (BKNG) an Attractive Bet Now?
Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Katamaran Capital Priya Kodeeswaran | 36,341 | $6,477,420 | 5.16% | |
| 2. | Zevenbergen Capital Investments Nancy Zevenbergen | 25,475 | $4,540,664 | -10% | 0.1% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1,802.49 | 46 | $82,914.54 | 1,000 | 2022-09-01 | Filing | |
| $1,803.73 | 54 | $97,401.42 | 954 | 2022-09-01 | Filing | |
| $1,803.71 | 900 | $1,623,334.68 | 900 | 2022-09-01 | Filing | |
| $1,912.37 | 500 | $956,182.50 | 2,580 | 2022-08-29 | Filing | |
| $1,934.44 | 500 | $967,220.00 | 2,080 | 2022-08-08 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $165.56 | 5,250 | $869,213.10 | 425,075 | 2026-05-26 | Filing | |
| $164.64 | 7,470 | $1,229,877.98 | 430,325 | 2026-05-26 | Filing | |
| $163.58 | 29,399 | $4,809,085.48 | 437,795 | 2026-05-26 | Filing | |
| $162.96 | 20,381 | $3,321,279.61 | 467,194 | 2026-05-26 | Filing | |
| $192.00 | 1,125 | $216,000.00 | 16,050 | 2026-04-17 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,425,345 | $1,145,253,241 | 2.56% | |
| 2. | 1,053,122 | $187,708,463 | 0.16% | |
| 3. | 659,783 | $117,599,722 | 0.15% | |
| 4. | 503,555 | $89,753,651 | 1.86% | |
| 5. | 445,385 | $79,385,425 | 3.72% |