Oakview Capital Management as of Sept. 30, 2024
Portfolio Holdings for Oakview Capital Management
Oakview Capital Management holds 11 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Air Products & Chemicals (APD) | 18.8 | $4.1M | 14k | 297.74 | |
| Deere & Company (DE) | 17.8 | $3.9M | 9.2k | 417.33 | |
| Chubb (CB) | 10.9 | $2.4M | 8.2k | 288.39 | |
| J.B. Hunt Transport Services (JBHT) | 9.1 | $2.0M | 11k | 172.33 | |
| Metropcs Communications (TMUS) | 8.6 | $1.9M | 9.0k | 206.36 | |
| Ball Corporation (BALL) | 8.2 | $1.8M | 26k | 67.91 | |
| Texas Instruments Incorporated (TXN) | 6.9 | $1.5M | 7.3k | 206.57 | |
| Dow (DOW) | 6.9 | $1.5M | 27k | 54.63 | |
| CarMax (KMX) | 6.3 | $1.4M | 18k | 77.38 | |
| Corteva (CTVA) | 5.5 | $1.2M | 20k | 58.79 | |
| Cannae Holdings (CNNE) | 1.0 | $217k | 3.5k | 62.06 |
