Oakmont Corporation as of Dec. 31, 2012
Portfolio Holdings for Oakmont Corporation
Oakmont Corporation holds 20 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Freeport-McMoRan Copper & Gold (FCX) | 21.0 | $79M | 2.3M | 34.20 | |
| McMoRan Exploration | 13.2 | $50M | 3.1M | 16.05 | |
| Lennar Corporation (LEN) | 7.2 | $27M | 697k | 38.67 | |
| D.R. Horton (DHI) | 6.1 | $23M | 1.2M | 19.78 | |
| MasterCard Incorporated (MA) | 6.0 | $22M | 46k | 491.28 | |
| Toll Brothers (TOL) | 5.5 | $21M | 647k | 32.33 | |
| NVR (NVR) | 5.4 | $21M | 22k | 919.99 | |
| First American Financial (FAF) | 5.2 | $20M | 819k | 24.09 | |
| Louisiana-Pacific Corporation (LPX) | 5.2 | $20M | 1.0M | 19.32 | |
| Starwood Hotels & Resorts Worldwide | 5.2 | $19M | 339k | 57.36 | |
| Caterpillar (CAT) | 4.2 | $16M | 178k | 89.61 | |
| Precision Castparts | 4.2 | $16M | 83k | 189.41 | |
| Cummins (CMI) | 3.6 | $14M | 125k | 108.35 | |
| Stanley Black & Decker (SWK) | 3.4 | $13M | 172k | 73.97 | |
| BorgWarner (BWA) | 2.9 | $11M | 154k | 71.62 | |
| Apple (AAPL) | 0.8 | $2.9M | 5.5k | 532.18 | |
| Intel Corporation (INTC) | 0.5 | $1.9M | 93k | 20.62 | |
| Overland Storage | 0.3 | $1.1M | 1.0M | 1.05 | |
| Stratus Properties (STRS) | 0.2 | $693k | 81k | 8.51 | |
| Deere & Company (DE) | 0.0 | $143k | 1.7k | 86.67 |
