Oakmont Corporation

Oakmont Corporation as of March 31, 2012

Portfolio Holdings for Oakmont Corporation

Oakmont Corporation holds 18 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Freeport-McMoRan Copper & Gold (FCX) 22.7 $91M 2.4M 38.04
Ford Motor Company (F) 13.6 $54M 4.4M 12.48
Caterpillar (CAT) 12.0 $48M 450k 106.52
Cummins (CMI) 10.1 $40M 336k 120.04
BorgWarner (BWA) 8.6 $34M 407k 84.34
McMoRan Exploration 8.3 $33M 3.1M 10.70
Tiffany & Co. 6.2 $25M 358k 69.13
Starwood Hotels & Resorts Worldwide 4.6 $18M 327k 56.41
Precision Castparts 3.9 $16M 90k 172.90
Boeing Company (BA) 3.9 $15M 207k 74.37
Occidental Petroleum Corporation (OXY) 1.4 $5.7M 60k 95.22
Intel Corporation (INTC) 1.4 $5.4M 193k 28.12
Ford Mtr Co Del *w exp 01/01/201 1.1 $4.4M 1.3M 3.48
Lennar Corporation (LEN) 0.6 $2.3M 84k 27.18
Overland Storage 0.6 $2.2M 1.0M 2.21
D.R. Horton (DHI) 0.5 $2.0M 133k 15.17
Deere & Company (DE) 0.3 $1.1M 14k 80.87
Stratus Properties (STRS) 0.2 $769k 81k 9.45