OAKMONT CORP Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 23
New Positions 3
Increased Positions 10
Decreased Positions 11
Positions with Activity 21
Sold Out Positions 5
Total Mkt Value (in $ millions) 588

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

Sector Weighting

Basic Materials 3.86%
Capital Goods 46.48%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy 6.42%
Financial 5.29%
Healthcare 14.98%
Services 4.02%
Technology
Transportation 8.88%
Utilities

10 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
THERMO FISHER SCIENTIFIC INC COM 33,496 33,496 New 262,365
ACTAVIS PLC SHS 32,650 32,650 New 127,000
BOEING CO COM 31,209 661 2.16 237,100
MASTERCARD INC CL A 31,124 391 1.27 354,610
FLUOR CORP NEW COM 20,885 1,255 6.40 345,040
SCHLUMBERGER LTD COM 20,193 2,563 14.54 231,760
UNION PAC CORP COM 18,010 14,591 426.76 149,600
HALLIBURTON CO COM 17,553 17,553 New 441,795
2U INC COM 13,472 12,496 1,279.66 689,828
PRECISION CASTPARTS CORP COM 13,216 391 3.05 54,780


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