Oakmont Corporation as of Sept. 30, 2011
Portfolio Holdings for Oakmont Corporation
Oakmont Corporation holds 16 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Freeport-McMoRan Copper & Gold (FCX) | 22.4 | $73M | 2.4M | 30.45 | |
| Ford Motor Company (F) | 13.5 | $44M | 4.5M | 9.67 | |
| Caterpillar (CAT) | 10.8 | $35M | 473k | 73.84 | |
| McMoRan Exploration | 9.5 | $31M | 3.1M | 9.93 | |
| Cummins (CMI) | 9.2 | $30M | 364k | 81.66 | |
| BorgWarner (BWA) | 7.9 | $26M | 425k | 60.53 | |
| Tiffany & Co. | 6.9 | $22M | 369k | 60.82 | |
| United Technologies Corporation | 6.0 | $20M | 278k | 70.36 | |
| Boeing Company (BA) | 5.8 | $19M | 311k | 60.51 | |
| Starwood Hotels & Resorts Worldwide | 4.2 | $14M | 354k | 38.82 | |
| Intel Corporation (INTC) | 1.3 | $4.1M | 193k | 21.33 | |
| Occidental Petroleum Corporation (OXY) | 1.1 | $3.6M | 50k | 71.51 | |
| Ford Mtr Co Del *w exp 01/01/201 | 0.9 | $2.8M | 1.3M | 2.21 | |
| Deere & Company (DE) | 0.2 | $820k | 13k | 64.57 | |
| Stratus Properties (STRS) | 0.2 | $627k | 81k | 7.70 | |
| Gentex Corporation (GNTX) | 0.1 | $272k | 11k | 24.07 |
