Oakmont Corporation as of March 31, 2013
Portfolio Holdings for Oakmont Corporation
Oakmont Corporation holds 18 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Freeport-McMoRan Copper & Gold (FCX) | 18.8 | $76M | 2.3M | 33.10 | |
| McMoRan Exploration | 11.8 | $48M | 2.9M | 16.35 | |
| Lennar Corporation (LEN) | 7.0 | $29M | 689k | 41.48 | |
| D.R. Horton (DHI) | 6.8 | $28M | 1.1M | 24.30 | |
| US Airways | 6.8 | $28M | 1.6M | 16.97 | |
| Delta Air Lines (DAL) | 6.6 | $27M | 1.6M | 16.51 | |
| MasterCard Incorporated (MA) | 6.0 | $24M | 45k | 541.13 | |
| NVR (NVR) | 5.8 | $24M | 22k | 1080.10 | |
| Toll Brothers (TOL) | 5.4 | $22M | 640k | 34.24 | |
| Louisiana-Pacific Corporation (LPX) | 5.3 | $22M | 999k | 21.60 | |
| Starwood Hotels & Resorts Worldwide | 5.1 | $21M | 328k | 63.73 | |
| First American Financial (FAF) | 5.1 | $21M | 818k | 25.57 | |
| Precision Castparts | 3.5 | $14M | 74k | 189.62 | |
| Stanley Black & Decker (SWK) | 2.8 | $11M | 138k | 80.97 | |
| Cummins (CMI) | 1.5 | $6.0M | 52k | 115.80 | |
| BorgWarner (BWA) | 0.9 | $3.8M | 49k | 77.35 | |
| Stratus Properties (STRS) | 0.3 | $1.3M | 81k | 16.03 | |
| Overland Storage | 0.3 | $1.2M | 1.0M | 1.19 |
