Oakmont Corporation as of June 30, 2012
Portfolio Holdings for Oakmont Corporation
Oakmont Corporation holds 21 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Freeport-McMoRan Copper & Gold (FCX) | 21.7 | $78M | 2.3M | 34.07 | |
| McMoRan Exploration | 10.9 | $39M | 3.1M | 12.67 | |
| Boeing Company (BA) | 5.8 | $21M | 280k | 74.30 | |
| Lennar Corporation (LEN) | 5.4 | $19M | 629k | 30.91 | |
| MasterCard Incorporated (MA) | 5.3 | $19M | 45k | 430.10 | |
| Toll Brothers (TOL) | 5.3 | $19M | 647k | 29.73 | |
| D.R. Horton (DHI) | 5.3 | $19M | 1.0M | 18.38 | |
| Ford Motor Company (F) | 5.2 | $19M | 2.0M | 9.59 | |
| NVR (NVR) | 5.2 | $19M | 22k | 850.00 | |
| Starwood Hotels & Resorts Worldwide | 4.9 | $18M | 332k | 53.04 | |
| Caterpillar (CAT) | 4.6 | $17M | 195k | 84.91 | |
| Cummins (CMI) | 4.2 | $15M | 156k | 96.91 | |
| Stanley Black & Decker (SWK) | 4.0 | $14M | 224k | 64.36 | |
| BorgWarner (BWA) | 3.8 | $14M | 209k | 65.59 | |
| Precision Castparts | 3.7 | $13M | 82k | 164.49 | |
| Tiffany & Co. | 2.2 | $8.0M | 151k | 52.95 | |
| Intel Corporation (INTC) | 1.2 | $4.2M | 157k | 26.65 | |
| Overland Storage | 0.5 | $1.9M | 1.0M | 1.88 | |
| Ford Mtr Co Del *w exp 01/01/201 | 0.4 | $1.4M | 1.3M | 1.12 | |
| Stratus Properties (STRS) | 0.2 | $733k | 81k | 9.00 | |
| Deere & Company (DE) | 0.1 | $206k | 2.6k | 80.78 |
