OAKMONT CORP Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 24
New Positions 3
Increased Positions 4
Decreased Positions 18
Positions with Activity 22
Sold Out Positions 2
Total Mkt Value (in $ millions) 647

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

Sector Weighting

Basic Materials 6.76%
Capital Goods 49.57%
Conglomerates
Consumer Cyclical 2.88%
Consumer/Non-Cyclical
Energy 3.49%
Financial 4.12%
Healthcare
Services 8.23%
Technology 3.43%
Transportation 8.7%
Utilities

4 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LOCKHEED MARTIN CORP COM 190,835 9,093 5.00 1,127,000
FLOWSERVE CORP COM 24,113 24,113 New 317,900
FLUOR CORP NEW COM 22,283 22,283 New 298,700
CHICAGO BRIDGE & IRON CO N V COM 13,376 13,376 New 220,000