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

3 New 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
HALLIBURTON CO COM 18,109 18,109 New 441,795
THERMO FISHER SCIENTIFIC INC COM 32,762 32,762 New 262,365