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) 601

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

Sector Weighting

Basic Materials 4.49%
Capital Goods 48.73%
Conglomerates
Consumer Cyclical 3.28%
Consumer/Non-Cyclical
Energy 3.48%
Financial 4.44%
Healthcare 3.35%
Services 9.69%
Technology 0%
Transportation 9.7%
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 797 797 New 50,000
ZIMMER HLDGS INC COM 20,129 20,129 New 193,600
GULF COAST ULTRA DEEP RTY TR ROYALTY TR UNT 7,639 7,639 New 3,503,977