Oakmark Funds is a US institutional investor whose quarterly SEC 13F-HR filings are reconstructed as a
kappi trade record. Positions are derived from public filings, not from a self-reported screenshot.
| Symbol | Side | Asset | Entry | Exit | PnL % |
Opened | Closed | Record |
|---|
| XOM | buy | Stocks | 116.99 | 121.62 | 3.96% | 2025-03-31T19:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: bought 5,917 shares of XOM | ADD: added 1,249 shares of XOM | TRIM: trimmed 5,200 shares of XOM | TRIM: trimmed 500 shares of XOM | CLOSE: sold all my XOM shares |
| USIG | buy | Stocks | 51.23 | 51.29 | 0.12% | 2026-03-31T19:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: bought 50 shares of USIG | CLOSE: sold all my USIG shares |
| NUV | buy | Stocks | 9.06 | 9.22 | 1.77% | 2025-12-31T20:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: bought 14,854 shares of NUV | CLOSE: sold all my NUV shares |
| MBB | buy | Stocks | 94.95 | 94.52 | -0.45% | 2026-03-31T19:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: bought 28 shares of MBB | CLOSE: sold all my MBB shares |
| GRFS | buy | Stocks | 6.68 | 8.66 | 29.57% | 2024-03-28T19:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: added 1,101,500 shares of GRFS | TRIM: trimmed 133,800 shares of GRFS | TRIM: trimmed 284,900 shares of GRFS | TRIM: trimmed 313,100 shares of GRFS | TRIM: trimmed 392,800 shares of GRFS | TRIM: trimmed 44,000 shares of GRFS | TRIM: trimmed 867,433 shares of GRFS | CLOSE: sold all my GRFS shares |
| FLUT | buy | Stocks | 220.74 | 121.84 | -44.80% | 2025-03-31T19:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: bought 573,575 shares of FLUT | ADD: added 234,984 shares of FLUT | TRIM: trimmed 168,378 shares of FLUT | ADD: added 376,782 shares of FLUT | ADD: added 114,501 shares of FLUT | CLOSE: sold all my FLUT shares |
| UNH | buy | Stocks | 345.30 | 270.59 | -21.64% | 2025-09-30T19:59:59.000Z | 2026-03-31T19:59:59.000Z | OPEN: bought 1,414 shares of UNH | CLOSE: sold all my UNH shares |
| TMO | buy | Stocks | 485.02 | 491.53 | 1.34% | 2025-09-30T19:59:59.000Z | 2026-03-31T19:59:59.000Z | OPEN: bought 541 shares of TMO | CLOSE: sold all my TMO shares |
| PUK | buy | Stocks | 21.52 | 27.59 | 28.19% | 2025-03-31T19:59:59.000Z | 2026-03-31T19:59:59.000Z | OPEN: bought 11,555 shares of PUK | TRIM: trimmed 2,685 shares of PUK | TRIM: trimmed 1,375 shares of PUK | ADD: added 25 shares of PUK | CLOSE: sold all my PUK shares |
| PDX | buy | Stocks | 24.65 | 22.06 | -10.51% | 2025-06-30T19:59:59.000Z | 2026-03-31T19:59:59.000Z | OPEN: bought 10,000 shares of PDX | CLOSE: sold all my PDX shares |
These are the 10 most recent closed trades, which is what any signed-out visitor
sees. The full filing history is available to account holders at
https://kappi.me/trader/6a68fc71c7d427f1b4e6f7d7.