Harris Associates LP: Significant Changes Observed in Q2 Portfolio Holdings

As reported for the period ending June 30th, 2026, Harris Associates LP has shown considerable shifts in its portfolio holdings. The investment firm's activities during this quarter reflect both strategic additions and disposals across various sectors.

Prominent Purchases Observed

Harris Associates demonstrated significant buying activity this quarter, most notably increasing their stake in several companies by substantial percentages:

• They significantly boosted their position in Marsh & McLennan Cos Inc (MMC), a Financial Services company. This increase was particularly large at 68.07%, indicating strong confidence or alignment with the insurer's strategy.
• The investment firm also showed considerable buying interest in Equitable Hldgs Inc (EQH). Their stake grew by an impressive 33495.46% during this period, suggesting a major new investment or substantial reinvestment into this holding.
• Synchrony Financial (SYF) saw another significant increase of 59.83%, adding to the firm's existing allocation in this consumer finance sector.
• Capital One Finl Corp (COF), already a notable position, experienced a healthy growth spurt with a 10.95% increase in shares held.
• IQVIA Hldgs Inc (IQV) also saw its stake grow slightly by 0.0%, though the data shows an exact figure of 555 added shares during this period.

Substantial Sales Observed

In contrast to these purchases, Harris Associates also divested significant portions of their holdings in other sectors:

• The firm substantially reduced its position in Warner Bros Discovery Inc (WBD), cutting it by 85.39% during the quarter.
• They similarly sold off a large portion of their stake in Comcast Corp New (CMCSA) with an 72.88% decrease reported.
• A notable sale was observed in Phillips 66 (PSX), which experienced an 80.76% reduction in holdings during this period.
• EOG Res Inc (EOG) also saw a significant portion of its stake sold off, with an 94.07% decrease reported.
• Sales were noted across Energy stocks like MPC and TRGP, though the latter two are part of the top holdings list indicating their previous importance before this quarter's changes.

The overall portfolio value stood at $74.3 billion as of June 30th, 2026. The most significant buying activity was concentrated in Financial Services and Energy sectors, while substantial selling occurred primarily within the same broad categories but focused on specific companies like WBD and CMCSA.

For more detailed information about Harris Associates LP's portfolio changes during this period, you can refer to their latest filing. Investors interested in tracking Harris Associates' activities can visit Harris Associates LP's profile on Insiderset.

Further details regarding the specific companies involved are available through their respective profiles. For instance, Marsh & McLennan Cos Inc (MMC) can be explored at Marsh & McLennan Cos Inc, while Equitable Hldgs Inc (EQH) is detailed here: EQUITABLE HLDGS INC. Similarly, information on Synchrony Financial (SYF), Capital One Finl Corp (COF), and other companies mentioned can be found by visiting their individual pages.