Oakview Capital Management as of Dec. 31, 2023
Portfolio Holdings for Oakview Capital Management
Oakview Capital Management holds 15 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Deere & Company (DE) | 10.1 | $24M | 61k | 399.87 | |
| Dollar Tree (DLTR) | 9.3 | $22M | 157k | 142.05 | |
| United Parcel Service CL B (UPS) | 8.1 | $19M | 124k | 157.23 | |
| CarMax (KMX) | 8.0 | $19M | 249k | 76.74 | |
| Air Products & Chemicals (APD) | 7.9 | $19M | 70k | 273.80 | |
| Metropcs Communications (TMUS) | 7.7 | $19M | 116k | 160.33 | |
| Fidelity National Financial Fnf Group Com (FNF) | 6.9 | $17M | 325k | 51.02 | |
| J.B. Hunt Transport Services (JBHT) | 6.4 | $15M | 77k | 199.74 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.9 | $14M | 101k | 139.69 | |
| Texas Instruments Incorporated (TXN) | 5.8 | $14M | 82k | 170.46 | |
| Chubb (CB) | 5.6 | $13M | 59k | 226.00 | |
| Corteva (CTVA) | 4.9 | $12M | 247k | 47.92 | |
| Dow (DOW) | 4.9 | $12M | 213k | 54.84 | |
| Ball Corporation (BALL) | 4.6 | $11M | 193k | 57.52 | |
| Comcast Corp Cl A (CMCSA) | 3.9 | $9.3M | 213k | 43.85 |
