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) 570

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

Sector Weighting

Basic Materials 4.29%
Capital Goods 49.07%
Conglomerates
Consumer Cyclical 3.43%
Consumer/Non-Cyclical
Energy 3.36%
Financial 4.42%
Healthcare 3.37%
Services 9.9%
Technology 0%
Transportation 9.47%
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 21,408 891 4.34 331,700
FLUOR CORP NEW COM 20,230 1,597 8.57 324,300
ZIMMER HLDGS INC COM 19,203 19,203 New 193,600
CHICAGO BRIDGE & IRON CO N V COM 11,643 871 8.09 237,800
GULF COAST ULTRA DEEP RTY TR ROYALTY TR UNT 5,501 5,501 New 3,503,977
2U INC COM 892 892 New 50,000