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 |
