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. | Polaris Capital Management Bernard Horn | 112,010 | $19,964,662 | 1.88% | |
| 2. | Katamaran Capital Priya Kodeeswaran | 36,341 | $6,477,420 | 5.16% | |
| 3. | Lee Munder Capital Group Lee Munder | 28,999 | $5,168,782 | -22% | 0.28% |
| 4. | Zevenbergen Capital Investments Nancy Zevenbergen | 25,475 | $4,540,664 | -10% | 0.1% |
| 5. | Sciencast Management Qing Li | 22,570 | $4,022,877 | 0.83% |
| 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 |
|---|---|---|---|---|---|---|
| $200.00 | 5,000 | $1,000,000.00 | 16,000 | 2026-07-29 | Filing | |
| $192.00 | 1,125 | $216,000.00 | 16,508 | 2026-07-28 | Filing | |
| $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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,425,345 | $1,145,253,241 | 2.56% | |
| 2. | 4,290,423 | $764,724,996 | 11.04% | |
| 3. | 2,284,646 | $384,763,630 | 11.16% | |
| 4. | 1,833,665 | $326,832,450 | 0.19% | |
| 5. | 1,139,590 | $203,120,524 | 0.25% |