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Size ($ in 1000's)
At 12/31/2023: $239,897 At 09/30/2023: $225,739
Oakview Capital Management L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Oakview Capital Management L.P. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Oakview Capital Management L.P. top holdings by largest position size, as per the latest 13f filing made by Oakview Capital Management L.P..
In the Oakview Capital Management L.P.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Oakview Capital Management L.P. in that top holding, then the share count change between reporting periods, and finally the Oakview Capital Management L.P. top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
DEERE & CO |
60,570 |
+8,121 |
$24,220 | DE | 60,570 | +8,121 | $24,220 | DOLLAR TREE INC |
156,652 |
+5,421 |
$22,252 | DLTR | 156,652 | +5,421 | $22,252 | UNITED PARCEL SERVICE INC |
123,588 |
+4,196 |
$19,432 | UPS | 123,588 | +4,196 | $19,432 | CARMAX INC |
248,971 |
-4,719 |
$19,106 | KMX | 248,971 | -4,719 | $19,106 | AIR PRODS & CHEMS INC |
69,626 |
+2,286 |
$19,064 | APD | 69,626 | +2,286 | $19,064 | T MOBILE US INC |
115,631 |
-14,816 |
$18,539 | TMUS | 115,631 | -14,816 | $18,539 | FIDELITY NATIONAL FINANCIAL |
324,510 |
-34,239 |
$16,557 | FNF | 324,510 | -34,239 | $16,557 | HUNT J B TRANS SVCS INC |
77,010 |
-7,211 |
$15,382 | JBHT | 77,010 | -7,211 | $15,382 | ALPHABET INC |
100,772 |
-17,939 |
$14,077 | GOOGL | 100,772 | -17,939 | $14,077 | TEXAS INSTRS INC |
82,077 |
+82,077 |
$13,991 | TXN | 82,077 | +82,077 | $13,991 | CHUBB LIMITED |
59,230 |
+2,024 |
$13,386 | CB | 59,230 | +2,024 | $13,386 | CORTEVA INC |
246,713 |
+8,306 |
$11,822 | CTVA | 246,713 | +8,306 | $11,822 | DOW INC |
212,874 |
+7,117 |
$11,674 | DOW | 212,874 | +7,117 | $11,674 | BALL CORP |
192,586 |
+6,506 |
$11,078 | BALL | 192,586 | +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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