OAKMONT CORP Information

865 S FIGUEROA ST, LOS ANGELES, California, 90017, (213) 891-6300

Report Date: 06/30/2015

Position Statistics

Total Positions 22
New Positions 3
Increased Positions 5
Decreased Positions 14
Positions with Activity 19
Sold Out Positions 2
Total Mkt Value (in $ millions) 694

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.61%
Capital Goods 37.95%
Conglomerates
Consumer Cyclical 4.2%
Consumer/Non-Cyclical
Energy
Financial 9.1%
Healthcare 14.48%
Services 7.98%
Technology 10.97%
Transportation 7.09%
Utilities

5 INCREASED Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FACEBOOK INC CL A 40,459 8,540 26.76 450,100
LENNAR CORP CL A 34,457 34,457 New 675,500
JPMORGAN CHASE & CO COM 31,104 31,104 New 497,100
MAGNA INTL INC COM 29,117 29,117 New 607,500
FREEPORT-MCMORAN INC CL B 4,250 249 6.22 429,275