$1.14 Billion is the total value of OAKMONT Corp's 29 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 300.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GM | New | GENERAL MTRS CO | $90,947,000 | – | 1,582,783 | +100.0% | 7.99% | – |
| PYPL | New | PAYPAL HLDGS INC | $47,576,000 | – | 195,916 | +100.0% | 4.18% | – |
| Z | New | ZILLOW GROUP INCcl c cap stk | $32,740,000 | – | 252,543 | +100.0% | 2.88% | – |
| LBRT | Buy | LIBERTY OILFIED SVCS INC | $16,531,000 | +33.5% | 1,464,253 | +21.9% | 1.45% | +32.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MASTERCARD INCORPORATED | 42 | Q3 2023 | 14.7% |
| STRATUS PROPERTIES INC | 34 | Q3 2021 | 0.5% |
| HOME DEPOT INC | 33 | Q3 2023 | 5.9% |
| AMAZON.COM INC | 32 | Q3 2023 | 19.4% |
| LOCKHEED MARTIN CORP | 29 | Q4 2020 | 36.9% |
| MICROSOFT CORP | 26 | Q3 2023 | 18.6% |
| 2U INC | 26 | Q3 2020 | 3.4% |
| BOEING CO | 25 | Q3 2023 | 21.5% |
| APPLE INC | 22 | Q3 2023 | 13.6% |
| FACEBOOK INC | 21 | Q4 2020 | 8.3% |
View OAKMONT Corp's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Liberty Oilfield Services Inc. | February 12, 2021 | 5,381,868 | 3.3% |
| SYNTROLEUM CORP | September 26, 2008 | ? | ? |
| INVESTORS FINANCIAL SERVICES CORP | February 11, 2004 | 3,582,462 | 5.5% |
View OAKMONT Corp's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-01 |
| SC 13D | 2023-10-16 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-09 |
| SC 13G/A | 2023-02-14 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-16 |
View OAKMONT Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.