HARRIS ASSOCIATES INVESTMENT TRUST - OAYMX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MOODY LYNN & LIEBERSON, LLC | History | No change | 1,504 | 258 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 279 | 47 | 0.0% | — | 2 | +279 | New | Q4 2025 | Jan 30, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 102 | 17 | 0.01% | — | 3 | +102 | New | Q4 2025 | Feb 18, 2026 |