Oakview Capital Management as of Sept. 30, 2022
Portfolio Holdings for Oakview Capital Management
Oakview Capital Management holds 16 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Air Products & Chemicals (APD) | 10.4 | $22M | 94k | 232.73 | |
| Deere & Company (DE) | 9.6 | $20M | 60k | 333.88 | |
| Metropcs Communications (TMUS) | 8.8 | $19M | 138k | 134.17 | |
| United Parcel Service (UPS) | 7.6 | $16M | 99k | 161.54 | |
| Alphabet Inc Class A cs (GOOGL) | 7.5 | $16M | 165k | 95.65 | |
| Amer (UHAL) | 7.5 | $16M | 31k | 509.22 | |
| J.B. Hunt Transport Services (JBHT) | 6.7 | $14M | 89k | 156.42 | |
| Chubb (CB) | 6.6 | $14M | 76k | 181.87 | |
| Corteva (CTVA) | 6.1 | $13M | 222k | 57.15 | |
| SYSCO Corporation (SYY) | 5.0 | $11M | 148k | 70.71 | |
| General Dynamics Corporation (GD) | 4.9 | $10M | 48k | 212.18 | |
| Dow (DOW) | 4.6 | $9.6M | 219k | 43.93 | |
| American International (AIG) | 4.4 | $9.3M | 196k | 47.48 | |
| CarMax (KMX) | 4.2 | $8.7M | 132k | 66.02 | |
| Comcast Corporation (CMCSA) | 4.0 | $8.4M | 288k | 29.33 | |
| Vail Resorts (MTN) | 2.2 | $4.6M | 21k | 215.64 |
