Oakview Capital Management as of March 31, 2024
Portfolio Holdings for Oakview Capital Management
Oakview Capital Management holds 15 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Deere & Company (DE) | 11.4 | $11M | 27k | 410.74 | |
| Air Products & Chemicals (APD) | 8.7 | $8.4M | 35k | 242.27 | |
| Dollar Tree (DLTR) | 8.4 | $8.1M | 61k | 133.15 | |
| CarMax (KMX) | 8.0 | $7.7M | 89k | 87.11 | |
| United Parcel Service CL B (UPS) | 7.5 | $7.2M | 48k | 148.63 | |
| Metropcs Communications (TMUS) | 6.9 | $6.6M | 41k | 163.22 | |
| Fidelity National Financial Fnf Group Com (FNF) | 6.3 | $6.1M | 114k | 53.10 | |
| J.B. Hunt Transport Services (JBHT) | 6.3 | $6.0M | 30k | 199.25 | |
| Chubb (CB) | 6.2 | $6.0M | 23k | 259.13 | |
| Texas Instruments Incorporated (TXN) | 5.8 | $5.6M | 32k | 174.21 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.6 | $5.3M | 35k | 150.93 | |
| Corteva (CTVA) | 5.3 | $5.1M | 88k | 57.67 | |
| Ball Corporation (BALL) | 5.2 | $5.0M | 74k | 67.36 | |
| Dow (DOW) | 4.9 | $4.7M | 81k | 57.93 | |
| Comcast Corp Cl A (CMCSA) | 3.4 | $3.3M | 76k | 43.35 |
