OAKMONT Corp holdings history

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107 is the total number of securities OAKMONT Corp has owned. The longest OAKMONT Corp has owned a single stock is 42 quarters.

OAKMONT Corp historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
MA MASTERCARD INCORPORATED42423.98%6.86%14.66%Q2 2013Q3 202342
STRS STRATUS PROPERTIES INC34340.15%0.28%0.49%Q2 2013Q3 202134
HD HOME DEPOT INC2440.03%1.40%5.86%Q3 2013Q3 202333
AMZN AMAZON.COM INC32323.94%12.88%19.41%Q4 2015Q3 202332
LMT LOCKHEED MARTIN CORP29297.22%19.21%36.92%Q4 2013Q4 202029
MSFT MICROSOFT CORP26260.04%9.75%18.56%Q2 2017Q3 202326
TWOU 2U INC26260.14%1.70%3.44%Q2 2014Q3 202026
BA BOEING CO1260.04%9.27%21.47%Q3 2013Q3 202325
AAPL APPLE INC1664.19%7.09%13.62%Q4 2014Q3 202322
FB FACEBOOK INC1564.31%6.33%8.26%Q4 2014Q4 202021
LEN LENNAR CORP940.45%3.53%7.47%Q2 2013Q2 202221
ROKU ROKU INC20203.31%8.99%18.94%Q4 2018Q3 202320
DHI DR HORTON INC1130.41%4.97%7.72%Q2 2013Q2 202218
QCOM QUALCOMM INCORPORATED18182.00%2.89%3.55%Q2 2019Q3 202318
LBRT LIBERTY OILFIELD SVCS INC18180.34%1.96%4.28%Q2 2019Q3 202318
SE SEA LTD - ADR17174.40%11.47%23.33%Q3 2019Q3 202317
FCX FREEPORT-MCMORAN INC1430.38%4.70%18.82%Q2 2013Q1 201817
SPGI S&P GLOBAL INC16160.12%0.26%0.67%Q4 2019Q3 202316
FAF FIRST AMERN FINL CROP1510.06%0.15%0.89%Q2 2013Q3 202316
UNP UNION PACIFIC CORPORATION870.00%1.54%7.50%Q2 2013Q3 202315
NOC NORTHROP GRUMMAN CORP14140.62%6.35%10.32%Q4 2015Q1 201914
XPO XPO LOGISTICS INC13132.21%9.22%11.98%Q4 2015Q4 201813
DAL DELTA AIR LINES INC DEL13133.05%5.73%9.27%Q2 2013Q2 201613
CZR CAESARS ENTERTAINMENT ...13130.18%2.58%7.99%Q3 2020Q3 202313
BAC Bk OF AMERICA CORP760.01%1.53%6.83%Q4 2016Q3 202313
NVDA NVIDIA CORPORATION13130.46%1.10%4.28%Q3 2020Q3 202313
RTN RAYTHEON CO12126.59%8.28%9.79%Q3 2016Q2 201912
GOOG ALPHABET INC- CL C12120.02%0.03%0.07%Q4 2020Q3 202312
GOOGL ALPHABET INC- CL A12120.02%0.03%0.07%Q4 2020Q3 202312
F FORD MTR CO DEL10102.49%9.11%12.20%Q2 2021Q3 202310
AAL AMERICAN AIRLS GROUP INC10103.06%5.74%11.43%Q4 2013Q1 201610
CMI CUMMINS INC730.00%0.19%0.79%Q2 2013Q3 202310
TMO THERMO FISHER SCIENTIF...994.16%5.01%5.74%Q3 2014Q3 20169
CRM SALESFORCE COM INC993.05%4.33%4.69%Q4 2018Q4 20209
UTX UNITED TECHNOLOGIES CORP410.03%0.03%0.04%Q2 2017Q4 20199
GM GENERAL MTRS CO410.11%5.68%15.87%Q4 2013Q4 20218
TRUE TRUECAR INC880.03%0.83%2.06%Q1 2015Q4 20168
SHOP SHOPIFY INC880.03%0.05%0.07%Q4 2019Q3 20218
OTIS OTIS WORLDWIDE CORP880.01%0.01%0.02%Q4 2021Q3 20238
CUE HEALTH INC770.45%3.06%5.42%Q1 2022Q3 20237
LVOX LIVEVOX HOLDING INC770.23%0.45%0.96%Q1 2022Q3 20237
BLACKSKY TECHNOLOGY INC770.11%0.17%0.22%Q1 2022Q3 20237
LVOX LIVEVOX HOLDING INC770.01%0.06%0.23%Q1 2022Q3 20237
CHWY CHEWY INC770.03%0.04%0.05%Q1 2020Q3 20217
RTX RAYTHEON TECHNOLOGIES ...770.02%0.02%0.03%Q1 2022Q3 20237
AFL AFLAC INC770.01%0.02%0.03%Q1 2022Q3 20237
INTC INTEL CORPORATION770.01%0.01%0.03%Q1 2022Q3 20237
DE DEERE & CO770.01%0.01%0.02%Q1 2022Q3 20237
CARR CARRIER GLOBAL CORPORA...770.01%0.01%0.02%Q1 2022Q3 20237
AMGN AMGEN INC770.01%0.01%0.02%Q1 2022Q3 20237
CB CHUBB LTD770.01%0.01%0.01%Q1 2022Q3 20237
SYK STRYKER CORPORATION770.00%0.00%0.01%Q1 2022Q3 20237
NSC NORFOLK SOUTHN CORP770.00%0.00%0.01%Q1 2022Q3 20237
HOT STARWOOD HOTELS&RESORT...663.46%4.36%6.26%Q2 2013Q3 20146
ISRG INTUITIVE SURGICAL INC662.23%4.24%5.65%Q2 2018Q3 20196
HCA HCA HOLDINGS INC662.94%3.88%4.60%Q4 2014Q1 20166
PCP PRECISION CASTPARTS CORP662.10%2.99%4.96%Q2 2013Q3 20146
GULTU GULF COAST ULTRA DEEP ...660.16%0.76%1.74%Q2 2014Q3 20156
DOCU DOCUSIGN INC660.02%0.03%0.03%Q2 2020Q3 20216
MGA MAGNA INTL INC553.23%4.59%6.70%Q2 2015Q2 20165
SLB SCHLUMBERGER LTD553.08%4.00%5.46%Q3 2013Q3 20145
WHR WHIRLPOOL CORP552.98%3.78%5.00%Q2 2013Q2 20145
LUV SOUTHWEST AIRLS CO552.72%3.19%3.71%Q1 2015Q1 20165
SNAP SNAP INC550.02%0.04%0.05%Q3 2020Q3 20215
PINS PINTEREST INC550.02%0.03%0.04%Q3 2020Q3 20215
SPOT SPOTIFY TECHNOLOGY S A550.02%0.03%0.04%Q3 2020Q3 20215
MCHP MICROCHIP TECHNOLOGY INC446.09%7.04%7.83%Q2 2017Q1 20184
LRCX LAM RESEARCH CORP446.47%6.88%7.80%Q2 2017Q1 20184
LNG CHENIERE ENERGY INC444.52%5.98%6.70%Q3 2018Q2 20194
KSU KANSAS CITY SOUTHERN314.40%5.13%5.59%Q3 2013Q4 20164
TOL TOLL BROTHERS INC442.11%3.70%6.08%Q2 2013Q1 20144
ZBH ZIMMER HLDGS INC443.40%3.50%3.71%Q2 2014Q1 20154
TMUS T-MOBILE US INC442.25%2.46%2.76%Q2 2020Q1 20214
SCCO SOUTHERN COPPER CORP441.49%2.40%4.98%Q3 2017Q2 20184
CMG CHIPOTLE MEXICAN GRILL...440.56%0.66%0.81%Q4 2022Q3 20234
OVRL OVERLAND STORAGE INC440.12%0.21%0.34%Q2 2013Q1 20144
ERI ELDORADO RESORTS INC440.07%0.12%0.18%Q3 2019Q2 20204
B108PS ACTAVIS PLC335.49%5.59%5.78%Q3 2014Q1 20153
M MACYS INC333.37%5.31%6.67%Q4 2014Q2 20153
JPM JPMORGAN CHASE & CO334.25%4.61%4.87%Q2 2015Q4 20153
ETN EATON CORP PLC333.56%4.35%5.42%Q3 2013Q1 20143
PGR PROGRESSIVE CORP OHIO332.97%4.19%4.84%Q1 2019Q3 20193
PYPL PAYPAL HLDGS INC333.95%4.14%4.29%Q1 2021Q3 20213
FLR FLUOR CORP NEW333.62%3.99%4.22%Q1 2014Q3 20143
ESNT ESSENT GROUP LTD331.52%3.40%4.73%Q4 2013Q2 20143
TPH TRI POINTE GROUP INC332.89%3.25%3.96%Q3 2016Q1 20173
MU MICRON TECHNOLOGY INC332.02%2.81%4.02%Q1 2018Q3 20183
Z ZILLOW GROUP INC331.82%2.34%2.88%Q1 2021Q3 20213
F FORD MTR CO DEL331.37%1.92%2.27%Q3 2021Q1 20223
HES HESS CORP330.32%0.41%0.57%Q1 2023Q3 20233
ZEN ZENDESK INC330.02%0.02%0.02%Q4 2020Q2 20213
AGN ALLERGAN PLC225.36%5.49%5.62%Q2 2015Q3 20152
NVR NVR INC223.86%4.80%5.73%Q2 2013Q3 20132
WFC WELLS FARGO & CO NEW223.82%4.10%4.37%Q4 2016Q1 20172
FLS FLOWSERVE CORP223.88%4.02%4.17%Q1 2014Q2 20142
LPX LOUISIANA PAC CORP223.36%3.82%4.28%Q2 2013Q3 20132
CBI CHICAGO BRIDGE & IRON ...222.74%2.86%2.98%Q1 2014Q2 20142
DG DOLLAR GEN CORP NEW221.40%1.51%1.63%Q4 2016Q1 20172
FRAC KEANE GROUP INC221.16%1.32%1.48%Q1 2017Q2 20172
ITB ISHARES TR1111.40%11.40%11.40%Q4 2016Q4 20161
LCC U S AIRWAYS GROUP INC117.91%7.91%7.91%Q2 2013Q2 20131
CSCO CISCO SYS INC116.48%6.48%6.48%Q3 2019Q3 20191
HAL HALLIBURTON CO115.12%5.12%5.12%Q3 2014Q3 20141
AVGO BROADCOM LTD115.10%5.10%5.10%Q3 2016Q3 20161
WCG WELLCARE HEALTH PLANS INC114.19%4.19%4.19%Q4 2018Q4 20181
EWW ISHARES114.02%4.02%4.02%Q4 2016Q4 20161
LNG CHENIERE ENERGY INC110.82%0.82%0.82%Q2 2018Q2 20181
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The securities at the top of the list , including MASTERCARD INCORPORATED, STRATUS PROPERTIES INC, and HOME DEPOT INC, are the highest-conviction holdings of OAKMONT Corp.

The conviction is calculated by counting the number of quarters a security has been reported by OAKMONT Corp. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that OAKMONT Corp owns currently or has owned in the past.