OAKMONT CORP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 25
New Positions 3
Increased Positions 6
Decreased Positions 16
Positions with Activity 22
Sold Out Positions 5
Total Mkt Value (in $ millions) 591

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

Sector Weighting

Basic Materials 4.14%
Capital Goods 48.6%
Conglomerates
Consumer Cyclical 3.4%
Consumer/Non-Cyclical
Energy 3.37%
Financial 4.39%
Healthcare 3.43%
Services 9.84%
Technology 0%
Transportation 9.63%
Utilities

6 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FLOWSERVE CORP COM 22,012 916 4.34 331,700
FLUOR CORP NEW COM 20,953 1,654 8.57 324,300
ZIMMER HLDGS INC COM 20,245 20,245 New 193,600
CHICAGO BRIDGE & IRON CO N V COM 12,194 913 8.09 237,800
GULF COAST ULTRA DEEP RTY TR ROYALTY TR UNT 6,167 6,167 New 3,503,977
2U INC COM 899 899 New 50,000