Oakview Capital Management as of March 31, 2023
Portfolio Holdings for Oakview Capital Management
Oakview Capital Management holds 16 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 9.2 | $22M | 211k | 103.73 | |
| Air Products & Chemicals (APD) | 8.8 | $21M | 73k | 287.21 | |
| Metropcs Communications (TMUS) | 8.6 | $21M | 142k | 144.84 | |
| United Parcel Service (UPS) | 8.3 | $20M | 101k | 193.99 | |
| Deere & Company (DE) | 7.6 | $18M | 44k | 412.88 | |
| CarMax (KMX) | 7.2 | $17M | 269k | 64.28 | |
| J.B. Hunt Transport Services (JBHT) | 6.7 | $16M | 92k | 175.46 | |
| Fnf (FNF) | 5.7 | $14M | 390k | 34.93 | |
| Corteva (CTVA) | 5.4 | $13M | 213k | 60.31 | |
| U Haul Holding Company Ser N (UHAL.B) | 5.3 | $13M | 245k | 51.85 | |
| Dow (DOW) | 5.1 | $12M | 224k | 54.82 | |
| General Dynamics Corporation (GD) | 5.1 | $12M | 54k | 228.21 | |
| Chubb (CB) | 5.1 | $12M | 62k | 194.18 | |
| SYSCO Corporation (SYY) | 5.0 | $12M | 153k | 77.23 | |
| Comcast Corporation (CMCSA) | 4.7 | $11M | 295k | 37.91 | |
| Vail Resorts (MTN) | 2.1 | $5.1M | 22k | 233.68 |
