Oakview Capital Management as of Dec. 31, 2021
Portfolio Holdings for Oakview Capital Management
Oakview Capital Management holds 16 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Metropcs Communications (TMUS) | 8.4 | $27M | 231k | 115.98 | |
| Comcast Corp Cl A (CMCSA) | 7.9 | $25M | 503k | 50.33 | |
| J.B. Hunt Transport Services (JBHT) | 7.5 | $24M | 118k | 204.40 | |
| Corteva (CTVA) | 7.3 | $23M | 489k | 47.28 | |
| Chubb (CB) | 6.9 | $22M | 114k | 193.31 | |
| SYSCO Corporation (SYY) | 6.9 | $22M | 280k | 78.55 | |
| Deere & Company (DE) | 6.7 | $21M | 62k | 342.89 | |
| American Intl Group Com New (AIG) | 6.6 | $21M | 368k | 56.86 | |
| Dow (DOW) | 6.4 | $20M | 359k | 56.72 | |
| General Dynamics Corporation (GD) | 6.4 | $20M | 97k | 208.47 | |
| Air Products & Chemicals (APD) | 6.3 | $20M | 66k | 304.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.1 | $19M | 6.7k | 2897.03 | |
| Advance Auto Parts (AAP) | 5.5 | $18M | 73k | 239.89 | |
| Alexander & Baldwin (ALEX) | 4.4 | $14M | 554k | 25.09 | |
| General Motors Company (GM) | 3.9 | $13M | 214k | 58.63 | |
| Orthofix Medical (OFIX) | 2.7 | $8.7M | 281k | 31.09 |
