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HWM - Tracking William Nygren's Harris Associates Portfolio - Q4 2020 Update

  • Harris Associates’ 13F portfolio value increased from $41.07B to $51.71B this quarter.
  • They added CNH Industrial and doubled Keurig Dr Pepper while dropping CVS Health and Baidu.
  • The top three positions are Alphabet, CNH Industrial, and Bank of America, and they add up to ~16% of the portfolio.

For further details see:

Tracking William Nygren's Harris Associates Portfolio - Q4 2020 Update
Stock Information

Company Name: Howmet Aerospace Inc.
Stock Symbol: HWM
Market: NYSE
Website: howmet.com

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