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) 585

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

Sector Weighting

Basic Materials 3.28%
Capital Goods 46.6%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy 6.34%
Financial 5.11%
Healthcare 15.51%
Services 3.73%
Technology
Transportation 9.19%
Utilities

10 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ACTAVIS PLC SHS 35,448 35,448 New 127,000
THERMO FISHER SCIENTIFIC INC COM 32,762 32,762 New 262,365
BOEING CO COM 31,918 676 2.16 237,100
MASTERCARD INC CL A 29,926 376 1.27 354,610
SCHLUMBERGER LTD COM 19,004 2,412 14.54 231,760
FLUOR CORP NEW COM 18,739 1,126 6.40 345,040
HALLIBURTON CO COM 18,109 18,109 New 441,795
UNION PAC CORP COM 17,965 14,555 426.76 149,600
2U INC COM 12,555 11,645 1,279.66 689,828
PRECISION CASTPARTS CORP COM 11,386 337 3.05 54,780


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