Oakmont Corporation as of March 31, 2011
Portfolio Holdings for Oakmont Corporation
Oakmont Corporation holds 21 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Freeport-McMoRan Copper & Gold (FCX) | 22.8 | $131M | 2.4M | 55.55 | |
| Ford Motor Company (F) | 13.0 | $75M | 5.0M | 14.91 | |
| Caterpillar (CAT) | 10.2 | $59M | 529k | 111.35 | |
| McMoRan Exploration | 9.5 | $55M | 3.1M | 17.71 | |
| Cummins (CMI) | 7.5 | $43M | 392k | 109.62 | |
| JPMorgan Chase & Co. (JPM) | 7.5 | $43M | 931k | 46.10 | |
| BorgWarner (BWA) | 6.6 | $38M | 476k | 79.69 | |
| Jpmorgan Chase & Co. w exp 10/201 | 5.2 | $30M | 1.8M | 16.78 | |
| Tiffany & Co. | 4.3 | $25M | 403k | 61.44 | |
| Home Depot (HD) | 3.1 | $18M | 483k | 37.06 | |
| Wts Wells Fargo & Co. | 2.7 | $15M | 1.4M | 11.30 | |
| Bank Of America Corp w exp 10/201 | 1.5 | $8.8M | 3.5M | 2.52 | |
| Starwood Hotels & Resorts Worldwide | 1.5 | $8.6M | 149k | 58.12 | |
| Ford Mtr Co Del *w exp 01/01/201 | 1.4 | $8.1M | 1.3M | 6.38 | |
| Wells Fargo & Company (WFC) | 1.0 | $6.0M | 189k | 31.71 | |
| Lumber Liquidators Holdings (LLFLQ) | 0.9 | $5.2M | 207k | 24.99 | |
| Intel Corporation (INTC) | 0.7 | $3.8M | 189k | 20.18 | |
| Deere & Company (DE) | 0.3 | $1.6M | 16k | 96.88 | |
| Stratus Properties (STRS) | 0.2 | $1.1M | 83k | 13.15 | |
| BP (BP) | 0.1 | $646k | 15k | 44.16 | |
| Gentex Corporation (GNTX) | 0.1 | $442k | 15k | 30.27 |
