Oakview Capital Management as of Sept. 30, 2018
Portfolio Holdings for Oakview Capital Management
Oakview Capital Management holds 14 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Metropcs Communications (TMUS) | 9.6 | $27M | 384k | 70.18 | |
| Pfizer (PFE) | 9.3 | $26M | 591k | 44.07 | |
| Colfax Corporation | 9.0 | $25M | 700k | 36.06 | |
| Cardinal Health (CAH) | 8.9 | $25M | 459k | 54.00 | |
| General Motors Company (GM) | 8.6 | $24M | 711k | 33.67 | |
| American International (AIG) | 8.3 | $23M | 438k | 53.24 | |
| Cnx Midstream Partners | 7.0 | $20M | 1.0M | 19.25 | |
| NetApp (NTAP) | 6.2 | $17M | 203k | 85.89 | |
| Orthofix Medical (OFIX) | 6.0 | $17M | 290k | 57.81 | |
| Coherent | 5.8 | $16M | 94k | 172.19 | |
| Chubb (CB) | 5.5 | $15M | 116k | 133.64 | |
| FMC Corporation (FMC) | 5.4 | $15M | 172k | 87.18 | |
| Alexander & Baldwin (ALEX) | 5.3 | $15M | 650k | 22.69 | |
| Dowdupont | 5.0 | $14M | 219k | 64.31 |
