OAKVIEW CAPITAL MANAGEMENT, L.P. holdings history

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83 is the total number of securities OAKVIEW CAPITAL MANAGEMENT, L.P. has owned. The longest OAKVIEW CAPITAL MANAGEMENT, L.P. has owned a single stock is 27 quarters.

OAKVIEW CAPITAL MANAGEMENT, L.P. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
CB CHUBB LTD2525.07%6.80%8.81%Q4 2016Q3 202327
TMUS T-MOBILE US, INC.1024.96%7.91%10.37%Q4 2016Q3 202321
GM GENERAL MTRS CO1823.94%7.84%10.92%Q4 2016Q4 202120
AIG AMERICAN INTL GROUP, INC.19194.44%8.20%11.47%Q2 2018Q4 202219
CTVA CORTEVA, INC.18185.38%6.79%8.82%Q2 2019Q3 202318
DOW DOW INC.18183.97%5.36%6.47%Q2 2019Q3 202318
PFE PFIZER INC1523.61%8.34%12.13%Q4 2016Q1 202117
CAH CARDINAL HEALTH INC1523.90%6.29%8.86%Q4 2016Q1 202117
ALEX ALEXANDER & BALDWIN IN...16163.39%5.53%7.44%Q1 2018Q4 202116
JBHT J B HUNT TRANS SVCS INC15156.09%7.06%7.97%Q1 2020Q3 202315
GOOGL ALPHABET INC. CMN CLASS A15154.50%6.45%9.43%Q1 2020Q3 202315
SYY Sysco Corporation15154.11%6.08%7.66%Q1 2020Q3 202315
DE DEERE & COMPANY14146.52%8.20%9.56%Q2 2020Q3 202314
OFIX ORTHOFIX MED INC14142.74%5.32%7.24%Q3 2018Q4 202114
NTAP NETAPP INC823.99%7.97%11.69%Q4 2016Q2 201910
CMCSA COMCAST CORPORATION CM...10104.03%6.20%8.42%Q2 2021Q3 202310
APD AIR PRODUCTS INC994.85%8.80%11.05%Q3 2021Q3 20239
CNXM CONE MIDSTREAM PARTNER...994.63%6.49%10.00%Q1 2018Q1 20209
FMC F M C CORP724.76%6.30%9.36%Q4 2016Q1 20199
AAP ADVANCE AUTO PARTS INC993.16%6.29%8.75%Q1 2020Q1 20229
GD General Dynamics Corpo...994.56%5.50%6.67%Q1 2021Q1 20239
CFX COLFAX CORP620.00%7.16%9.64%Q4 2016Q4 20188
COHR COHERENT INC883.49%6.14%8.41%Q2 2018Q1 20208
UPS UNITED PARCEL SERVICE,...774.28%7.55%9.46%Q1 2022Q3 20237
DWDP DOWDUPONT INC775.03%6.75%8.88%Q3 2017Q1 20197
OFIX ORTHOFIX INTL N V426.08%7.82%10.12%Q4 2016Q2 20186
TDC TERADATA CORP DEL663.93%4.78%6.47%Q3 2019Q4 20206
DD DUPONT DE NEMOURS INC663.54%4.51%5.45%Q2 2019Q3 20206
KMX CARMAX INC554.17%7.10%9.07%Q3 2022Q3 20235
EPSN EPSILON ENERGY LTD552.56%3.38%4.16%Q1 2019Q1 20205
MTN VAIL RESORTS INC551.96%2.21%2.50%Q3 2022Q3 20235
AMLP ALPS ETF TR320.01%0.14%0.20%Q4 2016Q1 20185
CNNX CONE MIDSTREAM PARTNER...225.19%7.19%8.56%Q4 2016Q4 20174
ORCL ORACLE CORP444.82%5.11%5.29%Q2 2020Q1 20214
UHAL U HAUL HOLDING COMPANY440.81%5.09%7.51%Q1 2022Q4 20224
GDP GOODRICH PETE CORP440.05%0.11%0.17%Q3 2017Q2 20184
RYN RAYONIER INC220.02%0.03%0.04%Q4 2016Q2 20184
VBTX VERITEX HLDGS INC220.02%0.02%0.02%Q4 2016Q2 20184
TAT TRANSATLANTIC PETROLEU...220.01%0.01%0.02%Q4 2016Q1 20184
SDPI SUPERIOR DRILLING PROD...220.00%0.01%0.02%Q4 2016Q1 20184
XL XL GROUP LTD216.65%6.98%7.24%Q4 2016Q4 20173
FNF FIDELITY NATL FINL335.71%6.22%6.56%Q1 2023Q3 20233
SNMP SANCHEZ PRODTN PARTNER210.01%0.03%0.05%Q4 2016Q1 20183
BMY BRISTOL MYERS SQUIBB CO210.02%0.02%0.02%Q4 2016Q1 20183
NBL NOBLE ENERGY INC210.01%0.02%0.02%Q4 2016Q1 20183
APA APACHE CORP210.01%0.02%0.03%Q4 2016Q1 20183
COP CONOCOPHILLIPS210.01%0.01%0.01%Q4 2016Q1 20183
OXY OCCIDENTAL PETE CORP DEL210.01%0.01%0.01%Q4 2016Q1 20183
PSX PHILLIPS 66210.01%0.01%0.01%Q4 2016Q1 20183
CRCQQ CALIFORNIA RES CORP210.00%0.00%0.00%Q4 2016Q1 20183
TRIP TRIPADVISOR INC118.10%9.95%11.80%Q1 2017Q3 20172
DOW DOW CHEM CO225.44%5.62%5.80%Q4 2016Q1 20172
U HAUL HOLDING COMPANY225.01%5.17%5.32%Q4 2022Q1 20232
ROAN ROAN RES INC222.61%3.68%4.75%Q4 2018Q1 20192
RL RALPH LAUREN CORP220.00%2.72%5.45%Q4 2016Q1 20172
PB PROSPERITY BANCSHARES INC220.28%0.32%0.37%Q4 2016Q1 20172
PDM PIEDMONT OFFICE REALTY...110.24%0.26%0.29%Q1 2017Q3 20172
HF HFF INC220.03%0.03%0.03%Q4 2016Q1 20172
UNH UNITEDHEALTH GROUP INC220.02%0.02%0.02%Q4 2016Q1 20172
VLO VALERO ENERGY CORP NEW220.02%0.02%0.02%Q4 2016Q1 20172
CSCO CISCO SYS INC220.02%0.02%0.02%Q4 2016Q1 20172
DEO DIAGEO P L C220.02%0.02%0.02%Q4 2016Q1 20172
JNJ JOHNSON & JOHNSON220.02%0.02%0.02%Q4 2016Q1 20172
WFC WELLS FARGO & CO NEW220.01%0.02%0.02%Q4 2016Q1 20172
ADP AUTOMATIC DATA PROCESS...220.01%0.01%0.02%Q4 2016Q1 20172
XOM EXXON MOBIL CORP220.01%0.01%0.01%Q4 2016Q1 20172
AAPL APPLE INC220.01%0.01%0.01%Q4 2016Q1 20172
MRK MERCK & CO INC220.01%0.01%0.01%Q4 2016Q1 20172
PCRX PACIRA PHARMACEUTICALS...220.01%0.01%0.01%Q4 2016Q1 20172
MCF CONTANGO OIL & GAS COM...220.00%0.00%0.01%Q4 2016Q1 20172
AREXQ APPROACH RESOURCES INC220.00%0.00%0.00%Q4 2016Q1 20172
BXE BELLATRIX EXPLORATION LTD220.00%0.00%0.00%Q4 2016Q1 20172
SYN SYNTHETIC BIOLOGICS INC220.00%0.00%0.00%Q4 2016Q1 20172
CROX CROCS INC220.00%0.00%0.00%Q4 2016Q1 20172
NUE NUCOR CORP220.00%0.00%0.00%Q4 2016Q1 20172
XL Group PLC11100.00%100.00%100.00%Q2 2017Q2 20171
DLTR DOLLAR TREE INC117.13%7.13%7.13%Q3 2023Q3 20231
FB META PLATFORMS INC115.89%5.89%5.89%Q1 2022Q1 20221
BLL BALL CORP114.10%4.10%4.10%Q3 2023Q3 20231
GEMP GEMPHIRE THERAPEUTICS INC110.03%0.03%0.03%Q1 2018Q1 20181
CPE CALLON PETE CO DEL110.01%0.01%0.01%Q1 2017Q1 20171
EFR EATON VANCE SR FLTNG R...110.00%0.00%0.00%Q4 2016Q4 20161
PFL PIMCO INCOME STRATEGY ...110.00%0.00%0.00%Q4 2016Q4 20161
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The securities at the top of the list , including CHUBB LTD, T-MOBILE US, INC., and GENERAL MTRS CO, are the highest-conviction holdings of OAKVIEW CAPITAL MANAGEMENT, L.P..

The conviction is calculated by counting the number of quarters a security has been reported by OAKVIEW CAPITAL MANAGEMENT, L.P.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that OAKVIEW CAPITAL MANAGEMENT, L.P. owns currently or has owned in the past.