Oakmark Fund adds AER, AMRZ, and CDW; exits BK and MGA
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Oakmark Fund (Investor Class) achieved a return of 4.78%, surpassing the S&P 500 Index's 2.66% in Q4 2025. The fund added new positions in AerCap (AER), Amrize (AMRZ), and CDW (CDW), while exiting its investments in Bank of New York Mellon (BK) and Magna (MGA).
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