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Harris Oakmark added Rocket Companies, Inc. (NYSE: RKT) to its Oakmark Select Fund during the third quarter of 2026, according to the fund's investor letter.
The non-diversified fund, which targets capital appreciation through mid- and large-cap US companies, cited the mortgage lender's technology-driven platform and market share gains as key reasons for the new position.
The Oakmark Select Fund significantly outperformed the S&P 500 Index in the third quarter of 2026, returning 11.50% compared to the index's 2.30%.
Information technology and health care sectors drove this outperformance, while consumer staples and real estate weighed on results.
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