Oakmont Corporation

Oakmont as of March 31, 2015

Portfolio Holdings for Oakmont

Oakmont holds 19 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lockheed Martin Corporation (LMT) 34.1 $231M 1.1M 202.96
Apple (AAPL) 6.0 $41M 326k 124.43
Macy's (M) 5.9 $40M 616k 64.91
Actavis 5.8 $39M 132k 297.62
Thermo Fisher Scientific (TMO) 5.3 $36M 269k 134.34
American Airls (AAL) 5.0 $34M 638k 52.78
Home Depot (HD) 4.9 $33M 291k 113.61
MasterCard Incorporated (MA) 4.6 $32M 364k 86.39
Delta Air Lines (DAL) 4.3 $29M 650k 44.96
Facebook Inc cl a (META) 4.3 $29M 355k 82.22
Hca Holdings (HCA) 4.0 $27M 363k 75.23
Southwest Airlines (LUV) 3.7 $25M 567k 44.30
Zimmer Holdings (ZBH) 3.4 $23M 197k 117.52
Union Pacific Corporation (UNP) 2.6 $17M 160k 108.31
2u (TWOU) 2.3 $16M 621k 25.58
Truecar (TRUE) 2.1 $14M 783k 17.85
Freeport-McMoRan Copper & Gold (FCX) 1.1 $7.7M 404k 18.95
Gulf Coast Ultra Deep Royalty (GULTU) 0.4 $2.5M 3.5M 0.71
Stratus Properties (STRS) 0.2 $1.1M 81k 13.83