Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Oakview Capital Management, L.P. (CIK 1698006) reported $21.6M across 11 reported positions in its SEC 13F filing for 2024-09-30. Largest positions: APD ($4.1M, 18.81%), DE ($3.9M, 17.81%), CB ($2.4M, 10.89%), JBHT ($2.0M, 9.12%), TMUS ($1.9M, 8.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APD | AIR PRODS & CHEMS INC | $4.1M | 18.81% | 13,674 | Trimmed |
| 2 | DE | DEERE & CO | $3.9M | 17.81% | 9,234 | Trimmed |
| 3 | CB | CHUBB LIMITED | $2.4M | 10.89% | 8,173 | Trimmed |
| 4 | JBHT | HUNT J B TRANS SVCS INC | $2.0M | 9.12% | 11,447 | Trimmed |
| 5 | TMUS | T-MOBILE US INC | $1.9M | 8.57% | 8,984 | Trimmed |
| 6 | BALL | BALL CORP | $1.8M | 8.21% | 26,161 | Trimmed |
| 7 | TXN | TEXAS INSTRS INC | $1.5M | 6.95% | 7,279 | Trimmed |
| 8 | DOW | DOW INC | $1.5M | 6.86% | 27,183 | Trimmed |
| 9 | KMX | CARMAX INC | $1.4M | 6.30% | 17,614 | Trimmed |
| 10 | CTVA | CORTEVA INC | $1.2M | 5.48% | 20,180 | Trimmed |
| 11 | CNNE | CANNAE HLDGS INC | $217,210 | 1.00% | 3,500 | New |
| 12 | GOOGL | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 13 | CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | Exited |
| 14 | DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | Exited |
| 15 | FNF | FIDELITY NATIONAL FINANCIAL | $0 | 0.00% | 0 | Exited |
| 16 | UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2024-09-30