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 | Added to | 4,197 | 771 | 0.05% | 0.02% | 1 | +2,447 | 139.83% | Q2 2026 | Aug 07, 2026 |
| Transce3nd, LLC | History | Reduced | 1,576 | 279 | 2.46% | 2.6% | 2 | -174 | -9.94% | Q2 2026 | Jul 24, 2026 |
| Oakworth Capital, Inc. | History | No change | 92 | 16 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |