Holdings Channel
Size ($ in 1000's)
At 09/30/2019: $292,127
At 06/30/2019: $303,562

Oakview Capital Management L.P. holdings changes, total fund size, and other information presented on 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  09/30/2019

 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
AMERICAN INTL GROUP INC 547,066 -17,356 $30,472
CHUBB LIMITED 159,359 -4,810 $25,727
CARDINAL HEALTH INC 519,108 -11,571 $24,497
GENERAL MTRS CO 642,573 -18,404 $24,084
ALEXANDER & BALDWIN INC NEW 866,436 -25,061 $21,236
CORTEVA INC 757,639 -22,153 $21,214
ORTHOFIX MED INC 398,869 -9,288 $21,148
PFIZER INC 536,013 -13,413 $19,259
T MOBILE US INC 214,335 -6,007 $16,883
DOW INC 344,747 -8,723 $16,427
COHERENT INC 100,594 -61,559 $15,463
DUPONT DE NEMOURS INC 213,606 -6,633 $15,232
CNX MIDSTREAM PARTNERS LP 1,024,388 -28,597 $14,444
TERADATA CORP DEL 447,520 +447,520 $13,873

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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