Person · Harris Associates L.P.
Harris Associates Oakmark is named in 2 Parts of The Buildout, most recently Part 17: The Guarantee Has No Date. Argued in Part 15 (The two shocks compound), Part 17 (The cash flows cover it).
What Harris Associates Oakmark argued
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Part 17 · The cash flows cover it
The portfolio is positioned in bonds of highly profitable hyperscaler technology companies (Meta, Alphabet, Amazon, Oracle, SpaceX), taking advantage of wider spreads and lower leverage compared to the broader investment-grade market.
Part 15 · The two shocks compound
Heavy new bond issuance from technology hyperscalers investing in AI infrastructure is pressuring bond prices and increasing yields.
Oil Is the Headline. The Real Yield Is the Bill. Who is on each side
In The Buildout
One line per story, from the story itself.
Part 17The cash flows cover it
Harris Associates Oakmark wrote in its third-quarter 2026 letter that it holds bonds of Meta, Alphabet, Amazon and Oracle for their wider spreads and lower leverage than the investment-grade market.
The Guarantee Has No DateFollow
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