Oakmont Corporation as of June 30, 2011
Portfolio Holdings for Oakmont Corporation
Oakmont Corporation holds 20 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Freeport-McMoRan Copper & Gold (FCX) | 22.6 | $125M | 2.4M | 52.90 | |
| Ford Motor Company (F) | 12.2 | $68M | 4.9M | 13.79 | |
| McMoRan Exploration | 10.4 | $57M | 3.1M | 18.48 | |
| Caterpillar (CAT) | 10.1 | $56M | 525k | 106.46 | |
| Cummins (CMI) | 7.3 | $40M | 389k | 103.49 | |
| BorgWarner (BWA) | 6.8 | $38M | 467k | 80.79 | |
| Tiffany & Co. | 5.7 | $32M | 403k | 78.52 | |
| United Technologies Corporation | 4.8 | $27M | 302k | 88.51 | |
| Boeing Company (BA) | 4.7 | $26M | 349k | 73.93 | |
| Starwood Hotels & Resorts Worldwide | 3.9 | $21M | 383k | 56.04 | |
| Jpmorgan Chase & Co. w exp 10/201 | 3.6 | $20M | 1.5M | 13.47 | |
| Home Depot (HD) | 3.1 | $17M | 478k | 36.22 | |
| Ford Mtr Co Del *w exp 01/01/201 | 1.2 | $6.7M | 1.3M | 5.24 | |
| Occidental Petroleum Corporation (OXY) | 1.1 | $6.1M | 59k | 104.05 | |
| Lumber Liquidators Holdings | 0.9 | $5.3M | 207k | 25.40 | |
| Intel Corporation (INTC) | 0.8 | $4.3M | 193k | 22.16 | |
| Wts Wells Fargo & Co. | 0.3 | $1.6M | 176k | 9.30 | |
| Deere & Company (DE) | 0.2 | $1.1M | 13k | 82.48 | |
| Stratus Properties (STRS) | 0.2 | $1.1M | 83k | 13.40 | |
| Gentex Corporation (GNTX) | 0.1 | $342k | 11k | 30.27 |
