Harris Associates
Harris Associates Global All Cap Strategy
Global Large-cap
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 5 investment theses and positions in 13 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — 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 initiated the following position(s) during the pe- riod:
Also held
Its investment theses
- SymriseJun 2026Symrise has leading positions, sticky customer relationships, improving profitability, and an attractive valuation.
- LVMHJun 2026LVMH combines diversification, scarcity-driven pricing power, market share gains, and discounted valuation.
- AstraZenecaJun 2026AstraZeneca has a strong portfolio, leading pipeline, exceptional management, and attractive valuation.
- Cooper CompaniesJun 2026Cooper Companies benefits from an oligopolistic contact lens market, market share gains, and an attractive valuation.
- SalesforceJun 2026Salesforce is positioned to help customers deploy AI while continuing to grow revenue, expand margins, and repurchase shares.