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) 640

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

Sector Weighting

Basic Materials 1.36%
Capital Goods 40.59%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 0%
Financial 5.15%
Healthcare 19.5%
Services 6.48%
Technology 10.94%
Transportation 7.86%
Utilities

4 New Positions as of 12/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
FACEBOOK INC CL A 27,640 27,640 New 350,000
APPLE INC COM 42,427 42,427 New 330,275
HCA HOLDINGS INC COM 26,134 26,134 New 365,300
MACYS INC COM 40,360 40,360 New 633,400