OAKMONT CORP Information

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

Report Date: 03/31/2013

Position Statistics:

Total Positions 22
New Positions 2
Increased Positions 2
Decreased Positions 18
Positions with Activity 20
Sold Out Positions 4
Total Mkt Value
(in $ millions)
422

Sector Weighting

Basic Materials 21.56%
Capital Goods 31.55%
Conglomerates
Consumer Cyclical 3.64%
Consumer/Non-Cyclical
Energy 11.68%
Financial 11.25%
Healthcare
Services 5.53%
Technology 0.28%
Transportation 14.51%
Utilities

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

2 New Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
U S AIRWAYS GROUP INC COM 31,028 31,028 New 1,632,200
DELTA AIR LINES INC DEL COM NEW 30,274 30,274 New 1,632,900