Oakmark U.S. Large Value Strategy Q4 Portfolio Update: New Holdings and Exits.
ByAinvest
Wednesday, Feb 4, 2026 1:22 pm ET1min read
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Oakmark U.S. Large Value Strategy portfolio returned 4.79% net in Q4, outperforming the Russell 1000 Value Index's 3.81%. The fund added AerCap Holdings (AER) and CDW, and exited positions in Bank of New York Mellon (BK) and Mohawk Industries (MHK) in Q4. The strategy has a history of beating its benchmark and has consistently delivered strong performance over the long term.
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