Harris Associates
Harris Associates Global Strategy
Global Large-cap
Dec 2024 → Jun 2026
Our archive holds 2 letters from this strategy, behind 3 investment theses and positions in 12 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in 3 years — follow all of Harris Associates for every strategy.
What it bought and sold
We eliminated the following position(s) during the period:
We eliminated the following position(s) during the period:
We eliminated the following position(s) during the period:
We eliminated the following position(s) during the period:
We eliminated the following position(s) during the period:
Also held
Its investment theses
- Compass GroupJun 2026Compass Group is a scaled contract foodservice leader with recurring revenues, operational excellence, and long-term growth and margin potential.
- AccorJun 2026Accor is an asset-light hospitality franchisor with recurring fees, faster-growing market exposure, and valuation upside from a potential re-rating.
- AmrizeJun 2026Amrize is a strong North American building materials business with pricing power, acquisition-led growth potential, and margin upside.