OAKMONT CORP Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 22
New Positions 3
Increased Positions 5
Decreased Positions 14
Positions with Activity 19
Sold Out Positions 2
Total Mkt Value (in $ millions) 691

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

Sector Weighting

Basic Materials 0.66%
Capital Goods 37.63%
Conglomerates
Consumer Cyclical 4.33%
Consumer/Non-Cyclical
Energy
Financial 9.34%
Healthcare 14.77%
Services 8.02%
Technology 11.01%
Transportation 6.84%
Utilities

3 New Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
MAGNA INTL INC COM 29,883 29,883 New 607,500
JPMORGAN CHASE & CO COM 31,864 31,864 New 497,100
LENNAR CORP CL A 34,383 34,383 New 675,500