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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 Chg Shares Chg % Period Price ① Since Period ①
1 TRULIEVE CANNABIS CORP 1,506,511.0 $1.1M 0.21% NEW $0.70

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%