OAKMONT CORP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 25
New Positions 3
Increased Positions 6
Decreased Positions 16
Positions with Activity 22
Sold Out Positions 5
Total Mkt Value (in $ millions) 602

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

Sector Weighting

Basic Materials 4.46%
Capital Goods 49.04%
Conglomerates
Consumer Cyclical 3.3%
Consumer/Non-Cyclical
Energy 3.47%
Financial 4.49%
Healthcare 3.34%
Services 9.76%
Technology 0%
Transportation 9.6%
Utilities

3 New Positions as of 06/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
2U INC COM 769 769 New 50,000
ZIMMER HLDGS INC COM 20,132 20,132 New 193,600
GULF COAST ULTRA DEEP RTY TR ROYALTY TR UNT 7,639 7,639 New 3,503,977