Oakmont Corp
- SEC CIK
- 0000924171
- Latest filing
- Aug 6, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 9, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 20
- −8 vs. Q3 2021
- Portfolio value
- $1.23B
- −$39.8M (−3.1%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SESea Ltd | SPONSORD ADS | 951,915 | $213.0M | 17.3% | +7,206+0.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 54,060 | $180.3M | 14.6% | 00.0% | Unchanged | History |
| FFord Motor Co | Stock | 7,112,144 | $147.7M | 12.0% | +4,559,730+178.6% | Added | History |
| MSFTMicrosoft Corp | Stock | 427,559 | $143.8M | 11.7% | 00.0% | Unchanged | History |
| ROKURoku, Inc | COM CL A | 548,793 | $125.2M | 10.2% | 00.0% | Unchanged | History |
| CZRCaesars Entertainment, Inc. | COM | 918,088 | $85.9M | 7.0% | 00.0% | Unchanged | History |
| DHIHorton D R Inc | COM | 766,632 | $83.1M | 6.7% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 454,221 | $80.7M | 6.5% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 203,436 | $73.1M | 5.9% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 200,222 | $36.6M | 3.0% | 00.0% | Unchanged | History |
| LENLennar Corp | CL A | 262,173 | $30.5M | 2.5% | 00.0% | Unchanged | History |
| LBRTLiberty Energy Inc. | COM CL A | 1,545,694 | $15.0M | 1.2% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 39,248 | $11.5M | 0.9% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 6,392 | $3.02M | 0.2% | 00.0% | Unchanged | History |
| GMGeneral Motors Co | COM | 27,811 | $1.63M | 0.1% | 00.0% | Unchanged | History |
| FAFFirst American Financial Corp | Stock | 11,115 | $870.0K | 0.1% | −1,600−12.6% | Reduced | History |
| HDHome Depot, Inc. | Stock | 1,170 | $486.0K | <0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 115 | $333.0K | <0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 115 | $333.0K | <0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 830 | $72.0K | <0.1% | +830 | New | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| FFord Motor Co | Stock | – | $28.7M |
Sold out since Q3 2021 (9)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| PYPLPayPal Holdings, Inc. | Stock | 195,916 | $51.0M | 4.0% | History |
| ZZillow Group, Inc. | CL C CAP STK | 266,070 | $23.5M | 1.8% | History |
| STRSStratus Properties Inc | COM NEW | 81,402 | $2.63M | 0.2% | History |
| SHOPShopify Inc. | Stock | 560 | $759.0K | 0.1% | History |
| SNAPSnap Inc | Stock | 8,024 | $593.0K | <0.1% | History |
| CHWYChewy, Inc. | CL A | 6,400 | $436.0K | <0.1% | History |
| DOCUDocuSign, Inc. | Stock | 1,316 | $339.0K | <0.1% | History |
| PINSPinterest, Inc. | CL A | 6,060 | $309.0K | <0.1% | History |
| SPOTSpotify Technology S.A. | Stock | 1,298 | $292.0K | <0.1% | History |