IQVIA retired 3.3% of its shares in twelve months, so this stake grew 3.5% without buying a share.
Shares held, 8 quarters
Superinvestors › Bill Nygren
Bill Nygren’s cannibal stocks
Harris Associates · 13F for Q2 2026
63cannibals held
$31.7Bin these positions
Q2 2026latest 13F filing
Elevance Health retired 2.4% of its shares in twelve months, so this stake grew 2.5% without buying a share.
Shares held, 8 quarters
Delta Air Lines has retired 22.7% of its shares since its peak.
Shares held, 8 quarters
ConocoPhillips retired 2.8% of its shares in twelve months, so this stake grew 2.9% without buying a share.
Shares held, 8 quarters
Merck & retired 0.6% of its shares in twelve months, so this stake grew 0.6% without buying a share.
Shares held, 8 quarters
Willis Towers Watson retired 3.0% of its shares in twelve months, so this stake grew 3.1% without buying a share.
Shares held, 8 quarters
AIG retired 3.1% of its shares in twelve months, so this stake grew 3.2% without buying a share.
Shares held, 8 quarters
Marsh & Mclennan Companies retired 2.9% of its shares in twelve months, so this stake grew 3.0% without buying a share.
Shares held, 8 quarters
Sysco has retired 28.7% of its shares since its peak.
Shares held, 8 quarters
Bank of America retired 4.2% of its shares in twelve months, so this stake grew 4.4% without buying a share.
Shares held, 8 quarters
Citigroup retired 6.3% of its shares in twelve months, so this stake grew 6.7% without buying a share.
Shares held, 8 quarters
Zimmer Biomet retired 3.8% of its shares in twelve months, so this stake grew 3.9% without buying a share.
Shares held, 8 quarters
Union Pacific has retired 45.1% of its shares since its peak.
Shares held, 8 quarters
General Motors retired 5.9% of its shares in twelve months, so this stake grew 6.3% without buying a share.
Shares held, 8 quarters
Wells Fargo retired 3.7% of its shares in twelve months, so this stake grew 3.8% without buying a share.
Shares held, 8 quarters
Cbre Group retired 2.7% of its shares in twelve months, so this stake grew 2.8% without buying a share.
Shares held, 8 quarters
State Street retired 1.7% of its shares in twelve months, so this stake grew 1.7% without buying a share.
Shares held, 8 quarters
CDW retired 4.0% of its shares in twelve months, so this stake grew 4.1% without buying a share.
Shares held, 8 quarters
Corebridge Financial retired 14.4% of its shares in twelve months, so this stake grew 16.8% without buying a share.
Shares held, 8 quarters
Masco retired 5.1% of its shares in twelve months, so this stake grew 5.3% without buying a share.
Shares held, 8 quarters
TE Connectivity retired 1.6% of its shares in twelve months, so this stake grew 1.6% without buying a share.
Shares held, 8 quarters
Adobe retired 7.0% of its shares in twelve months, so this stake grew 7.6% without buying a share.
Shares held, 8 quarters
Synchrony Financial retired 9.7% of its shares in twelve months, so this stake grew 10.7% without buying a share.
Shares held, 8 quarters
Lithia Motors retired 9.3% of its shares in twelve months, so this stake grew 10.3% without buying a share.
Shares held, 8 quarters
Genuine Parts retired 0.9% of its shares in twelve months, so this stake grew 0.9% without buying a share.
Shares held, 8 quarters
Fortune Brands Innovations retired 0.6% of its shares in twelve months, so this stake grew 0.6% without buying a share.
Shares held, 8 quarters
Equitable retired 4.7% of its shares in twelve months, so this stake grew 4.9% without buying a share.
Shares held, 8 quarters
Gartner retired 12.4% of its shares in twelve months, so this stake grew 14.1% without buying a share.
Shares held, 8 quarters
Mondelez International retired 1.1% of its shares in twelve months, so this stake grew 1.1% without buying a share.
Shares held, 8 quarters
Phillips 66 retired 1.0% of its shares in twelve months, so this stake grew 1.0% without buying a share.
Shares held, 8 quarters
Booking Holdings retired 6.8% of its shares in twelve months, so this stake grew 7.2% without buying a share.
Shares held, 8 quarters
Molina Healthcare has retired 16.4% of its shares since its peak.
Shares held, 8 quarters
Deere & retired 0.3% of its shares in twelve months, so this stake grew 0.3% without buying a share.
Shares held, 8 quarters
Comcast retired 4.3% of its shares in twelve months, so this stake grew 4.5% without buying a share.
Shares held, 8 quarters
Owens Corning retired 3.8% of its shares in twelve months, so this stake grew 4.0% without buying a share.
Shares held, 8 quarters
Brunswick retired 0.4% of its shares in twelve months, so this stake grew 0.4% without buying a share.
Shares held, 8 quarters
Vail Resorts retired 0.7% of its shares in twelve months, so this stake grew 0.7% without buying a share.
Shares held, 8 quarters
Oracle retired 99.9% of its shares in twelve months, so this stake grew 93880.2% without buying a share.
Shares held, 8 quarters
American Express retired 2.0% of its shares in twelve months, so this stake grew 2.0% without buying a share.
Shares held, 8 quarters
HCA Healthcare retired 5.1% of its shares in twelve months, so this stake grew 5.4% without buying a share.
Shares held, 8 quarters
Marathon Petroleum retired 6.6% of its shares in twelve months, so this stake grew 7.0% without buying a share.
Shares held, 8 quarters
Mastercard retired 3.9% of its shares in twelve months, so this stake grew 4.1% without buying a share.
Shares held, 8 quarters
Wendy's has retired 59.4% of its shares since its peak.
Shares held, 8 quarters
Apple retired 1.2% of its shares in twelve months, so this stake grew 1.2% without buying a share.
Shares held, 8 quarters
Goldman Sachs retired 2.9% of its shares in twelve months, so this stake grew 3.0% without buying a share.
Shares held, 8 quarters
Microsoft retired 0.1% of its shares in twelve months, so this stake grew 0.1% without buying a share.
Shares held, 8 quarters
Autoliv retired 3.6% of its shares in twelve months, so this stake grew 3.7% without buying a share.
Shares held, 8 quarters
Texas Instruments has retired 47.4% of its shares since its peak.
Shares held, 8 quarters
Charter Communications retired 11.7% of its shares in twelve months, so this stake grew 13.3% without buying a share.
Shares held, 8 quarters
BNY retired 2.7% of its shares in twelve months, so this stake grew 2.8% without buying a share.
Shares held, 8 quarters
Meta Platforms has retired 12.2% of its shares since its peak.
Shares held, 8 quarters
JPMorgan Chase retired 2.4% of its shares in twelve months, so this stake grew 2.4% without buying a share.
Shares held, 8 quarters
Caterpillar retired 1.8% of its shares in twelve months, so this stake grew 1.8% without buying a share.
Shares held, 8 quarters
Carlisle Companies retired 5.0% of its shares in twelve months, so this stake grew 5.2% without buying a share.
Shares held, 8 quarters
Lear retired 4.9% of its shares in twelve months, so this stake grew 5.2% without buying a share.
Shares held, 8 quarters
Applied Materials has retired 52.8% of its shares since its peak.
Shares held, 8 quarters
Johnson Controls International retired 0.9% of its shares in twelve months, so this stake grew 0.9% without buying a share.
Shares held, 8 quarters
Moody's retired 2.9% of its shares in twelve months, so this stake grew 3.0% without buying a share.
Shares held, 8 quarters
Eli Lilly retired 0.4% of its shares in twelve months, so this stake grew 0.4% without buying a share.
Shares held, 8 quarters
Blackstone Inc Com
BXUnchanged$441K3,750 shares
Tracked by the Radar, not on the leaderboard yet.
Shares held, 8 quarters
Walmart retired 0.5% of its shares in twelve months, so this stake grew 0.5% without buying a share.
Shares held, 8 quarters
PepsiCo retired 0.3% of its shares in twelve months, so this stake grew 0.3% without buying a share.
Shares held, 8 quarters
IDEXX Laboratories retired 1.3% of its shares in twelve months, so this stake grew 1.4% without buying a share.
Shares held, 8 quarters
Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.
Questions
Which cannibal stocks does Bill Nygren own?
In the Q2 2026 13F, Harris Associates held IQV, ELV, DAL, COP, MRK, WTW, AIG, MRSH, SYY, BAC, C, ZBH, UNP, GM, WFC, CBRE, STT, CDW, CRBG, MAS, TEL, ADBE, SYF, LAD, GPC, FBIN, EQH, IT, MDLZ, PSX, BKNG, MOH, DE, CMCSA, OC, BC, MTN, ORCL, AXP, HCA, MPC, MA, WEN, AAPL, GS, MSFT, ALV, TXN, CHTR, BNY, META, JPM, CAT, CSL, LEA, AMAT, JCI, MCO, LLY, BX, WMT, PEP, IDXX. 62 of them are on the Buyback Radar leaderboard.
Where does this data come from?
From Harris Associates's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.
How do buybacks help Bill Nygren?
Oracle retired 99.9% of its shares in the last twelve months. That alone made every remaining share, including Bill Nygren's 650,879, 93880.2% bigger as a slice of the company, without buying anything.
Bill Nygren’s moves in companies like these are covered on Cannibal Stocks.
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