Oakview Capital Management as of Dec. 31, 2022
Portfolio Holdings for Oakview Capital Management
Oakview Capital Management holds 17 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Air Products & Chemicals (APD) | 9.8 | $23M | 74k | 308.26 | |
| Metropcs Communications (TMUS) | 8.6 | $20M | 144k | 140.00 | |
| Deere & Company (DE) | 8.2 | $19M | 45k | 428.76 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.0 | $19M | 213k | 88.23 | |
| United Parcel Service CL B (UPS) | 7.6 | $18M | 102k | 173.84 | |
| CarMax (KMX) | 7.1 | $17M | 272k | 60.89 | |
| J.B. Hunt Transport Services (JBHT) | 6.9 | $16M | 93k | 174.36 | |
| Chubb (CB) | 6.9 | $16M | 73k | 220.60 | |
| Corteva (CTVA) | 5.4 | $13M | 215k | 58.78 | |
| SYSCO Corporation (SYY) | 5.1 | $12M | 155k | 76.45 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 5.0 | $12M | 213k | 54.98 | |
| Dow (DOW) | 4.9 | $11M | 227k | 50.39 | |
| General Dynamics Corporation (GD) | 4.6 | $11M | 43k | 248.11 | |
| Comcast Corp Cl A (CMCSA) | 4.5 | $10M | 298k | 34.97 | |
| American Intl Group Com New (AIG) | 4.5 | $10M | 165k | 63.24 | |
| Vail Resorts (MTN) | 2.3 | $5.3M | 22k | 238.35 | |
| Amer (UHAL) | 0.8 | $1.9M | 31k | 60.19 |
