Oakmont Corp
- SEC CIK
- 0000924171
- Latest filing
- Aug 6, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 35
- +15 vs. Q4 2021
- Portfolio value
- $1.08B
- −$157.9M (−12.8%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 54,060 | $176.2M | 16.4% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 427,559 | $131.8M | 12.3% | 00.0% | Unchanged | History |
| FFord Motor Co | Stock | 7,112,144 | $120.3M | 11.2% | 00.0% | Unchanged | History |
| SESea Ltd | SPONSORD ADS | 951,915 | $114.0M | 10.6% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 454,221 | $79.3M | 7.4% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 203,436 | $72.7M | 6.8% | 00.0% | Unchanged | History |
| ROKURoku, Inc | COM CL A | 548,793 | $68.7M | 6.4% | 00.0% | Unchanged | History |
| HLTHCue Health Inc. | COM | 9,789,997 | $59.6M | 5.5% | +9,789,997 | New | History |
| DHIHorton D R Inc | COM | 766,632 | $57.1M | 5.3% | 00.0% | Unchanged | History |
| LBRTLiberty Energy Inc. | COM CL A | 3,182,656 | $47.2M | 4.4% | +1,636,962+105.9% | Added | History |
| CZRCaesars Entertainment, Inc. | COM | 538,699 | $41.7M | 3.9% | −379,389−41.3% | Reduced | History |
| BABoeing Co | Stock | 178,880 | $34.3M | 3.2% | +178,880 | New | History |
| QCOMQualcomm Inc | Stock | 200,222 | $30.6M | 2.8% | 00.0% | Unchanged | History |
| LENLennar Corp | CL A | 262,173 | $21.3M | 2.0% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 39,248 | $10.7M | 1.0% | 00.0% | Unchanged | History |
| LVOXLiveVox Holdings, Inc. | COM CL A | 1,000,000 | $3.02M | 0.3% | +1,000,000 | New | History |
| SPGIS&P Global Inc. | Stock | 6,392 | $2.62M | 0.2% | 00.0% | Unchanged | History |
| BKSYBlackSky Technology Inc. | COM CL A | 665,912 | $1.26M | 0.1% | +665,912 | New | History |
| FAFFirst American Financial Corp | Stock | 11,115 | $720.0K | 0.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 1,170 | $350.0K | <0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 115 | $321.0K | <0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 115 | $320.0K | <0.1% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 1,660 | $164.0K | <0.1% | +1,660 | New | History |
| INTCIntel Corp | Stock | 2,800 | $139.0K | <0.1% | +2,800 | New | History |
| DEDeere & Co | Stock | 305 | $127.0K | <0.1% | +305 | New | History |
| AFLAflac Inc | Stock | 1,740 | $112.0K | <0.1% | +1,740 | New | History |
| AMGNAmgen Inc | Stock | 340 | $82.0K | <0.1% | +340 | New | History |
| CARRCarrier Global Corp | Stock | 1,660 | $76.0K | <0.1% | +1,660 | New | History |
| OTISOtis Worldwide Corp | Stock | 830 | $64.0K | <0.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 1,455 | $60.0K | <0.1% | +1,455 | New | History |
| CBChubb Ltd | Stock | 240 | $51.0K | <0.1% | +240 | New | History |
| UNPUnion Pacific Corp | Stock | 180 | $49.0K | <0.1% | +180 | New | History |
| CMICummins Inc | Stock | 205 | $42.0K | <0.1% | +205 | New | History |
| NSCNorfolk Southern Corp | Stock | 110 | $31.0K | <0.1% | +110 | New | History |
| SYKStryker Corp | Stock | 100 | $27.0K | <0.1% | +100 | New | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q4 2021 (1)
Positions held at the end of Q4 2021 that are gone from this filing.