Oakmont Corporation as of March 31, 2012
Portfolio Holdings for Oakmont Corporation
Oakmont Corporation holds 18 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Freeport-McMoRan Copper & Gold (FCX) | 22.7 | $91M | 2.4M | 38.04 | |
| Ford Motor Company (F) | 13.6 | $54M | 4.4M | 12.48 | |
| Caterpillar (CAT) | 12.0 | $48M | 450k | 106.52 | |
| Cummins (CMI) | 10.1 | $40M | 336k | 120.04 | |
| BorgWarner (BWA) | 8.6 | $34M | 407k | 84.34 | |
| McMoRan Exploration | 8.3 | $33M | 3.1M | 10.70 | |
| Tiffany & Co. | 6.2 | $25M | 358k | 69.13 | |
| Starwood Hotels & Resorts Worldwide | 4.6 | $18M | 327k | 56.41 | |
| Precision Castparts | 3.9 | $16M | 90k | 172.90 | |
| Boeing Company (BA) | 3.9 | $15M | 207k | 74.37 | |
| Occidental Petroleum Corporation (OXY) | 1.4 | $5.7M | 60k | 95.22 | |
| Intel Corporation (INTC) | 1.4 | $5.4M | 193k | 28.12 | |
| Ford Mtr Co Del *w exp 01/01/201 | 1.1 | $4.4M | 1.3M | 3.48 | |
| Lennar Corporation (LEN) | 0.6 | $2.3M | 84k | 27.18 | |
| Overland Storage | 0.6 | $2.2M | 1.0M | 2.21 | |
| D.R. Horton (DHI) | 0.5 | $2.0M | 133k | 15.17 | |
| Deere & Company (DE) | 0.3 | $1.1M | 14k | 80.87 | |
| Stratus Properties (STRS) | 0.2 | $769k | 81k | 9.45 |
