Oakmont Corporation

Oakmont Corporation as of Dec. 31, 2011

Portfolio Holdings for Oakmont Corporation

Oakmont Corporation holds 14 positions in its portfolio as reported in the December 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Freeport-McMoRan Copper & Gold (FCX) 26.4 $88M 2.4M 36.79
Ford Motor Company (F) 14.7 $49M 4.5M 10.76
McMoRan Exploration 13.6 $45M 3.1M 14.55
Caterpillar (CAT) 12.9 $43M 473k 90.60
Cummins (CMI) 9.3 $31M 351k 88.02
BorgWarner (BWA) 8.2 $27M 425k 63.74
Tiffany & Co. 7.4 $25M 369k 66.26
Boeing Company (BA) 2.9 $9.8M 133k 73.34
Occidental Petroleum Corporation (OXY) 1.7 $5.7M 60k 93.70
Intel Corporation (INTC) 1.4 $4.7M 193k 24.25
Ford Mtr Co Del *w exp 01/01/201 0.9 $3.1M 1.3M 2.40
Deere & Company (DE) 0.3 $982k 13k 77.32
Stratus Properties (STRS) 0.2 $636k 81k 7.81
Gentex Corporation (GNTX) 0.1 $334k 11k 29.56