Oakmont Corp
- SEC CIK
- 0000924171
- Latest filing
- Aug 6, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 2, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 35
- 0 vs. Q1 2022
- Portfolio value
- $723.7M
- −$351.5M (−32.7%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 1,076,000 | $114.3M | 15.8% | 00.0% | UnchangedConverted for a 20-for-1 split | History |
| MSFTMicrosoft Corp | Stock | 425,207 | $109.2M | 15.1% | −2,352−0.6% | Reduced | History |
| FFord Motor Co | Stock | 6,513,658 | $72.5M | 10.0% | −598,486−8.4% | Reduced | History |
| MAMastercard Inc | Stock | 198,155 | $62.5M | 8.6% | −5,281−2.6% | Reduced | History |
| AAPLApple Inc. | Stock | 452,126 | $61.8M | 8.5% | −2,095−0.5% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 851,931 | $57.0M | 7.9% | −99,984−10.5% | Reduced | History |
| DHIHorton D R Inc | COM | 764,238 | $50.6M | 7.0% | −2,394−0.3% | Reduced | History |
| ROKURoku, Inc | COM CL A | 533,048 | $43.8M | 6.1% | −15,745−2.9% | Reduced | History |
| HLTHCue Health Inc. | COM | 9,789,997 | $31.3M | 4.3% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 200,200 | $25.6M | 3.5% | −220.0% | Reduced | History |
| BABoeing Co | Stock | 177,844 | $24.3M | 3.4% | −1,036−0.6% | Reduced | History |
| LBRTLiberty Energy Inc. | COM CL A | 1,895,714 | $24.2M | 3.3% | −1,286,942−40.4% | Reduced | History |
| LENLennar Corp | CL A | 262,173 | $18.5M | 2.6% | 00.0% | Unchanged | History |
| CZRCaesars Entertainment, Inc. | COM | 383,614 | $14.7M | 2.0% | −155,085−28.8% | Reduced | History |
| NVDANVIDIA Corp | Stock | 39,120 | $5.93M | 0.8% | −128−0.3% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 6,392 | $2.15M | 0.3% | 00.0% | Unchanged | History |
| LVOXLiveVox Holdings, Inc. | COM CL A | 1,000,000 | $1.66M | 0.2% | 00.0% | Unchanged | History |
| BKSYBlackSky Technology Inc. | COM CL A | 665,912 | $1.54M | 0.2% | 00.0% | Unchanged | History |
| FAFFirst American Financial Corp | Stock | 11,115 | $588.0K | 0.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 1,103 | $303.0K | <0.1% | −67−5.7% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 105 | $230.0K | <0.1% | −10−8.7% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 105 | $229.0K | <0.1% | −10−8.7% | Reduced | History |
| RTXRTX Corp | Stock | 1,539 | $148.0K | <0.1% | −121−7.3% | Reduced | History |
| INTCIntel Corp | Stock | 2,638 | $99.0K | <0.1% | −162−5.8% | Reduced | History |
| AFLAflac Inc | Stock | 1,603 | $89.0K | <0.1% | −137−7.9% | Reduced | History |
| DEDeere & Co | Stock | 243 | $73.0K | <0.1% | −62−20.3% | Reduced | History |
| AMGNAmgen Inc | Stock | 271 | $66.0K | <0.1% | −69−20.3% | Reduced | History |
| CARRCarrier Global Corp | Stock | 1,539 | $55.0K | <0.1% | −121−7.3% | Reduced | History |
| OTISOtis Worldwide Corp | Stock | 769 | $54.0K | <0.1% | −61−7.3% | Reduced | History |
| CBChubb Ltd | Stock | 240 | $47.0K | <0.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 1,455 | $45.0K | <0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 180 | $38.0K | <0.1% | 00.0% | Unchanged | History |
| CMICummins Inc | Stock | 164 | $32.0K | <0.1% | −41−20.0% | Reduced | History |
| NSCNorfolk Southern Corp | Stock | 110 | $25.0K | <0.1% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 100 | $20.0K | <0.1% | 00.0% | Unchanged | 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 |
|---|---|---|---|
| LVOXLiveVox Holdings, Inc. | COM CL A | – | $554.0K |