Portfolio (Quarterly) Guide ↗

OAKMONT Corp

· CIK 0000924171

13F Portfolio $503M AUM 31 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 1 New 13 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	KD	KYNDRYL HOLDINGS INC	Technology	115	$2K	—	SOLD

Sector Allocation

Technology 37.7%

Financial Services 25.1%

Consumer Cyclical 16.7%

Industrials 11.3%

Consumer Defensive 8.9%

Communication Services 0.1%

Healthcare 0.0%