Oakview Capital Management as of Sept. 30, 2019
Portfolio Holdings for Oakview Capital Management
Oakview Capital Management holds 15 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American International (AIG) | 10.4 | $31M | 547k | 55.70 | |
| Chubb (CB) | 8.8 | $26M | 159k | 161.44 | |
| Cardinal Health (CAH) | 8.4 | $25M | 519k | 47.19 | |
| General Motors Company (GM) | 8.2 | $24M | 643k | 37.48 | |
| Alexander & Baldwin (ALEX) | 7.3 | $21M | 866k | 24.51 | |
| Corteva (CTVA) | 7.3 | $21M | 758k | 28.00 | |
| Orthofix Medical (OFIX) | 7.2 | $21M | 399k | 53.02 | |
| Pfizer (PFE) | 6.6 | $19M | 536k | 35.93 | |
| Metropcs Communications (TMUS) | 5.8 | $17M | 214k | 78.77 | |
| Dow (DOW) | 5.6 | $16M | 345k | 47.65 | |
| Coherent | 5.3 | $16M | 101k | 153.72 | |
| Dupont De Nemours (DD) | 5.2 | $15M | 214k | 71.31 | |
| Cnx Midstream Partners | 4.9 | $14M | 1.0M | 14.10 | |
| Teradata Corporation (TDC) | 4.8 | $14M | 448k | 31.00 | |
| Epsilon Energy (EPSN) | 4.2 | $12M | 2.8M | 4.40 |
