HARRIS ASSOCIATES INVESTMENT TRUST - OAKIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dempze Nancy E | History | No change | 14,221 | 462 | 0.24% | 0.25% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Motiv8 Investments LLC | History | New | 692 | 22 | 0.01% | — | 2 | +692 | New | Q4 2025 | Feb 13, 2026 |
| Coston, McIsaac & Partners | History | Added to | 44 | 1 | 0.0% | 0.0% | 3 | +1 | 2.33% | Q4 2025 | Feb 03, 2026 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 04, 2025 |