Holdings Channel



Size ($ in 1000's)
At 12/31/2023: $239,897
At 09/30/2023: $225,739

Oakview Capital Management L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Oakview Capital Management L.P. 13F filings. Link to 13F filings: SEC filings

Oakview Capital Management L.P. Top Holdings
As of  12/31/2023, below is a summary of the Oakview Capital Management L.P. top holdings by largest position size, as per the latest 13f filing made by Oakview Capital Management L.P.. In the Oakview Capital Management L.P.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Oakview Capital Management L.P. in that top holding, then the share count change between reporting periods, and finally the Oakview Capital Management L.P. top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
DEERE & CO 60,570 +8,121 $24,220
     DE60,570+8,121$24,220
DOLLAR TREE INC 156,652 +5,421 $22,252
     DLTR156,652+5,421$22,252
UNITED PARCEL SERVICE INC 123,588 +4,196 $19,432
     UPS123,588+4,196$19,432
CARMAX INC 248,971 -4,719 $19,106
     KMX248,971-4,719$19,106
AIR PRODS & CHEMS INC 69,626 +2,286 $19,064
     APD69,626+2,286$19,064
T MOBILE US INC 115,631 -14,816 $18,539
     TMUS115,631-14,816$18,539
FIDELITY NATIONAL FINANCIAL 324,510 -34,239 $16,557
     FNF324,510-34,239$16,557
HUNT J B TRANS SVCS INC 77,010 -7,211 $15,382
     JBHT77,010-7,211$15,382
ALPHABET INC 100,772 -17,939 $14,077
     GOOGL100,772-17,939$14,077
TEXAS INSTRS INC 82,077 +82,077 $13,991
     TXN82,077+82,077$13,991
CHUBB LIMITED 59,230 +2,024 $13,386
     CB59,230+2,024$13,386
CORTEVA INC 246,713 +8,306 $11,822
     CTVA246,713+8,306$11,822
DOW INC 212,874 +7,117 $11,674
     DOW212,874+7,117$11,674
BALL CORP 192,586 +6,506 $11,078
     BALL192,586+6,506$11,078

See Full List: All Stocks Held By Oakview Capital Management L.P.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Oakview Capital Management L.P.

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