Portfolio (Quarterly) Guide ↗

OAKMONT Corp

· CIK 0000924171

13F Portfolio $526M AUM 31 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 12 Added 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	BLACKSKY TECHNOLOGY INC	—	59,809	$1.1M	0.19%	SOLD

Sector Allocation

Technology 36.9%

Financial Services 25.7%

Consumer Cyclical 15.7%

Industrials 11.1%

Consumer Defensive 10.4%

Communication Services 0.2%

Healthcare 0.0%