Oakmont Corporation

Oakmont as of Sept. 30, 2013

Portfolio Holdings for Oakmont

Oakmont holds 20 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Freeport-McMoRan Copper & Gold (FCX) 17.2 $75M 2.3M 33.08
Delta Air Lines (DAL) 8.1 $35M 1.5M 23.59
Boeing Company (BA) 6.9 $30M 257k 117.50
MasterCard Incorporated (MA) 6.2 $27M 40k 672.78
Union Pacific Corporation (UNP) 5.6 $25M 158k 155.34
Schlumberger (SLB) 5.5 $24M 270k 88.36
Eaton (ETN) 5.4 $24M 344k 68.84
Home Depot (HD) 5.3 $23M 304k 75.85
Kansas City Southern 5.0 $22M 202k 109.36
Lennar Corporation (LEN) 5.0 $22M 616k 35.40
Starwood Hotels & Resorts Worldwide 4.7 $21M 308k 66.45
D.R. Horton (DHI) 4.5 $20M 1.0M 19.43
Whirlpool Corporation (WHR) 4.5 $20M 133k 146.44
Toll Brothers (TOL) 4.2 $18M 567k 32.43
NVR (NVR) 3.9 $17M 18k 919.22
Precision Castparts 3.4 $15M 66k 227.24
Louisiana-Pacific Corporation (LPX) 3.4 $15M 833k 17.59
Cummins (CMI) 0.7 $3.2M 24k 132.86
Stratus Properties (STRS) 0.2 $1.1M 81k 13.40
Overland Storage 0.2 $990k 1.0M 0.99