OAKMONT CORP Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 24
New Positions 3
Increased Positions 4
Decreased Positions 18
Positions with Activity 22
Sold Out Positions 2
Total Mkt Value (in $ millions) 656

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

Sector Weighting

Basic Materials 6.94%
Capital Goods 48.68%
Conglomerates
Consumer Cyclical 2.72%
Consumer/Non-Cyclical
Energy 3.48%
Financial 4.15%
Healthcare
Services 8.24%
Technology 3.78%
Transportation 8.49%
Utilities

24 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
STRATUS PPTYS INC COM NEW 1,294 New 81,402
OVERLAND STORAGE INC COM NO PAR 860 New 200,000
CUMMINS INC COM -2,184 Sold Out 0
GENERAL MTRS CO COM -34,030 Sold Out 0