Oakmont Corporation

Oakmont as of June 30, 2013

Portfolio Holdings for Oakmont

Oakmont holds 17 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Freeport-McMoRan Copper & Gold (FCX) 18.8 $64M 2.3M 27.61
Delta Air Lines (DAL) 9.1 $31M 1.6M 18.71
US Airways 7.9 $27M 1.6M 16.42
MasterCard Incorporated (MA) 7.6 $26M 45k 574.49
Union Pacific Corporation (UNP) 7.5 $25M 164k 154.28
Lennar Corporation (LEN) 7.3 $25M 685k 36.04
D.R. Horton (DHI) 7.2 $24M 1.1M 21.28
Starwood Hotels & Resorts Worldwide 6.3 $21M 335k 63.22
Toll Brothers (TOL) 6.1 $21M 630k 32.63
NVR (NVR) 5.7 $19M 21k 922.02
Whirlpool Corporation (WHR) 5.0 $17M 148k 114.36
Precision Castparts 5.0 $17M 74k 226.01
Louisiana-Pacific Corporation (LPX) 4.3 $15M 978k 14.79
First American Financial (FAF) 0.9 $3.0M 136k 22.03
Cummins (CMI) 0.8 $2.7M 25k 108.45
Overland Storage 0.3 $1.1M 1.0M 1.14
Stratus Properties (STRS) 0.3 $965k 81k 11.85