OAKMONT CORP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 20
New Positions 3
Increased Positions 4
Decreased Positions 12
Positions with Activity 16
Sold Out Positions 1
Total Mkt Value (in $ millions) 684

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

Sector Weighting

Basic Materials 0.74%
Capital Goods 34.65%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 5.15%
Healthcare 20.03%
Services 11.37%
Technology 10.9%
Transportation 9.45%
Utilities

4 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FACEBOOK INC CL A 34,440 494 1.45 355,090
HOME DEPOT INC COM 33,904 33,904 New 291,350
SOUTHWEST AIRLS CO COM 20,138 20,138 New 566,960
TRUECAR INC COM 5,238 5,238 New 782,934