HARRIS ASSOCIATES INVESTMENT TRUST - OAKMX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | History | No change | 1,575 | 270 | 0.04% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 200 | 34 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McIlrath & Eck, LLC | History | No change | 72 | 12 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Fairfield Financial Advisors, LTD | History | Closed out | 0 | 0 | — | 1.14% | — | -19,679 | -100.0% | Q2 2026 | Aug 11, 2026 |
| NEVILLE RODIE & SHAW INC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,831 | -100.0% | Q2 2026 | Jul 06, 2026 |