OAKMONT CORP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 22
New Positions 4
Increased Positions 10
Decreased Positions 10
Positions with Activity 20
Sold Out Positions 5
Total Mkt Value (in $ millions) 632

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

Sector Weighting

Basic Materials 1.51%
Capital Goods 38.95%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 0%
Financial 5.29%
Healthcare 19.49%
Services 6.7%
Technology 11.12%
Transportation 7.77%
Utilities

4 New Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
APPLE INC COM 42,589 42,589 New 330,275
FACEBOOK INC CL A 27,647 27,647 New 350,000
HCA HOLDINGS INC COM 27,215 27,215 New 365,300
MACYS INC COM 41,215 41,215 New 633,400