Harris Associates Investment Trust - Oakmark International Fund 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by SUNB (Sunbelt Rentals Holdings, Inc.) 33.80%, CNH 28.17%, and BABA (Alibaba Group Holding Limited) 22.54%, with sector exposure of Industrials 61.97%, and Consumer Discretionary 38.04%. The baseline metrics show return 3.05%, alpha -3.71%, beta 0.72, Sharpe 0.24, Sortino 0.33, and max drawdown -48.55%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.
Concentration is the first item to inspect: top 5 100.01%, top 10 100.01%, top 20 100.01%. The largest names are SUNB (Sunbelt Rentals Holdings, Inc.) 33.80%, CNH 28.17%, BABA (Alibaba Group Holding Limited) 22.54%, and FLUT (Flutter Entertainment plc) 15.50%, and the largest sector exposures are Industrials 61.97%, and Consumer Discretionary 38.04%. If those exposures reverse, baseline performance can diverge sharply from a broad index.
The latest change list shows SUNB unchanged to 33.80%; CNH unchanged to 28.17%; BABA unchanged to 22.54%. Combined with top 5 100.01%, top 10 100.01%, top 20 100.01%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.