Stock
Oakmark Oakmark Fund Inst'L Class
Ticker not mapped · held by 3 managers
Reported value
$603.1K
Holders
3
+1 new · −0 exited
Holders’ est. mark
−$6.87K
Price effect on 2 books still in the name
Largest holder
$293.9K
Transce3nd, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Transce3nd, LLC | 1.75K | $293.9K | −$6.49K | Cut−$19.9K |
| Ethos Financial Group, LLC | 1.75K | $293.7K | — | New |
| OAKWORTH CAPITAL, INC. | 92 | $15.5K | −$382 | Cut−$382 |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.