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Comparing Oakmont Corp's Q3 2022 and Q4 2022 fund holdings: A review of the biggest changes

Ava Hoppe | 6 May, 2023

Oakmont Corp is a reputable investment management company based in the United States. It recently filed its SEC Form 13F for Q3 2022 and Q4 2022, detailing the changes in its holdings of different funds during these periods.

In this article, we'll review the biggest changes in Oakmont Corp's fund holdings between Q3 2022 and Q4 2022 and what they mean for investors. We'll take a closer look at the top holdings that increased or decreased significantly during the two quarters, providing insights and analysis to help you understand these shifts.

Let's dive in.

Top holdings with the largest increase

Boeing Co (BA): Oakmont Corp's holdings of Boeing Co increased by 57.3% between Q3 2022 and Q4 2022, from 529,060 shares to 529,060 shares. The value of their investment in Boeing Co also increased significantly, rising from $64,059,000 to $100,781,000, representing a 57.3% increase. The boost in Boeing Co's share price in Q4 2022 could be a reason for the increase in Oakmont Corp's holdings.

Mastercard Incorporated (MA): During the same period, Oakmont Corp also increased its holdings in Mastercard by 22.3%, from 199,655 shares to 199,655 shares and contributed to an increase in the value of their investment from $56,770,000 to $69,426,000. Mastercard's strong revenue growth numbers during Q4 2022 could explain the increase in Oakmont Corp's stance on this particular fund.

Top holdings with the largest decrease

Amazon.com Inc (AMZN): Amazon's shares had a rough time in Q4 2022, with the valuation dropping by 39.3%, from $122,492,000 in Q3 2022 to $74,390,000 in Q4 2022. Oakmont Corp's holdings also decreased from 1,084,000 shares to 885,600 shares, representing a 18.3% decrease. The decline in Amazon's stock price was due to a decline in earnings and revenue during the quarter.

Cue Health Inc (HLTH): Oakmont Corp holdings in Cue Health decreased significantly during Q4 2022. The number of shares owned decreased from 9,595,348 to 9,595,348, while the value of holdings declined from $28,882,000 to $19,862,000, representing a 31.2% drop. The company's continued losses could be the reason for Oakmont Corp's decision to reduce its holdings in Cue Health.

Other holdings

Microsoft Corp (MSFT): Oakmont Corp maintained its holdings of Microsoft Corp during Q3 2022 and Q4 2022, with both quarters showing identical holdings of 426,867 shares. The value of their investment increased by 3%, from $99,417,000 to $102,371,000.

Apple Inc (AAPL): Oakmont Corp's holdings in Apple Inc reduced slightly from 454,901 to 448,426, representing a 1.4% decrease. The value of their investment in Apple Inc also decreased from $62,867,000 to $58,264,000 during the same period.

Conclusion

From the data presented, it is clear that Oakmont Corp has made significant changes to its holdings throughout Q3 2022 and Q4 2022, resulting in both gains and losses. As an investor, it's critical to continually review and evaluate one's portfolio to ensure that it aligns with your financial goals. You should consider conducting a thorough analysis of a particular investment fund and watch out for periodic filings to help you stay informed about anything that could affect your holdings.

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