Oakmont Corporation as of Sept. 30, 2012
Portfolio Holdings for Oakmont Corporation
Oakmont Corporation holds 22 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Freeport-McMoRan Copper & Gold (FCX) | 24.0 | $92M | 2.3M | 39.58 | |
| McMoRan Exploration | 9.5 | $36M | 3.1M | 11.75 | |
| Lennar Corporation (LEN) | 6.3 | $24M | 697k | 34.77 | |
| D.R. Horton (DHI) | 6.3 | $24M | 1.2M | 20.63 | |
| Toll Brothers (TOL) | 5.6 | $22M | 647k | 33.23 | |
| MasterCard Incorporated (MA) | 5.4 | $21M | 46k | 451.48 | |
| Starwood Hotels & Resorts Worldwide | 5.2 | $20M | 339k | 57.96 | |
| Boeing Company (BA) | 5.0 | $19M | 272k | 69.60 | |
| NVR (NVR) | 4.9 | $19M | 22k | 844.52 | |
| Stanley Black & Decker (SWK) | 4.4 | $17M | 222k | 76.25 | |
| Caterpillar (CAT) | 4.2 | $16M | 186k | 86.04 | |
| Precision Castparts | 3.6 | $14M | 84k | 163.35 | |
| Cummins (CMI) | 3.5 | $13M | 145k | 92.21 | |
| BorgWarner (BWA) | 3.4 | $13M | 190k | 69.11 | |
| Louisiana-Pacific Corporation (LPX) | 3.3 | $13M | 1.0M | 12.50 | |
| Tiffany & Co. | 1.9 | $7.1M | 115k | 61.88 | |
| Intel Corporation (INTC) | 1.5 | $5.6M | 247k | 22.65 | |
| Apple (AAPL) | 1.0 | $3.7M | 5.5k | 667.09 | |
| Overland Storage | 0.5 | $1.8M | 1.0M | 1.76 | |
| Ford Mtr Co Del *w exp 01/01/201 | 0.3 | $1.3M | 1.3M | 1.03 | |
| Stratus Properties (STRS) | 0.2 | $757k | 81k | 9.30 | |
| Deere & Company (DE) | 0.0 | $136k | 1.7k | 82.42 |
