HARRIS ASSOCIATES INVESTMENT TRUST - OANMX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ethos Financial Group, LLC | History | New | 1,750 | 293 | 0.02% | — | 1 | +1,750 | New | Q1 2026 | May 05, 2026 |
| Transce3nd, LLC | History | Reduced | 1,750 | 293 | 2.6% | 2.53% | 2 | -78 | -4.27% | Q1 2026 | May 07, 2026 |
| Oakworth Capital, Inc. | History | No change | 92 | 15 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |