Oakmont Corp Buys Lennar Corp, Alphabet Inc, Alphabet Inc, Sells 2U Inc, Liberty Oilfield Services Inc, First American Financial Corp

Feb 09, 2021

Los Angeles, CA, based Investment company Oakmont Corp (Current Portfolio) buys Lennar Corp, Alphabet Inc, Alphabet Inc, Zendesk Inc, sells 2U Inc, Liberty Oilfield Services Inc, First American Financial Corp during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Oakmont Corp. As of 2020Q4, Oakmont Corp owns 29 stocks with a total value of $1.1 billion. These are the details of the buys and sells.

New Purchases: GOOGL, GOOG, ZEN,
Added Positions: LEN, DHI, NVDA,
Reduced Positions: CRM, LBRT, LMT, FAF,
Sold Out: TWOU,

For the details of OAKMONT CORP's stock buys and sells, go to https://www.gurufocus.com/guru/oakmont+corp/current-portfolio/portfolio

These are the top 5 holdings of OAKMONT CORP

Sea Ltd (SE) - 944,709 shares, 16.70% of the total portfolio. Shares added by 0.34%
Roku Inc (ROKU) - 548,793 shares, 16.18% of the total portfolio. Shares added by 0.28%
Amazon.com Inc (AMZN) - 54,060 shares, 15.64% of the total portfolio. Shares added by 0.25%
Microsoft Corp (MSFT) - 427,559 shares, 8.45% of the total portfolio. Shares added by 0.34%
Lockheed Martin Corp (LMT) - 229,120 shares, 7.22% of the total portfolio. Shares reduced by 1.33%

New Purchase: Alphabet Inc (GOOG)

Oakmont Corp initiated holding in Alphabet Inc. The purchase prices were between $1453.44 and $1827.99, with an estimated average price of $1690.43. The stock is now traded at around $2092.910000. The impact to a portfolio due to this purchase was 0.02%. The holding were 115 shares as of 2020-12-31.

New Purchase: Zendesk Inc (ZEN)

Oakmont Corp initiated holding in Zendesk Inc. The purchase prices were between $103.44 and $143.49, with an estimated average price of $124.27. The stock is now traded at around $155.970000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,712 shares as of 2020-12-31.

New Purchase: Alphabet Inc (GOOGL)

Oakmont Corp initiated holding in Alphabet Inc. The purchase prices were between $1451.02 and $1824.97, with an estimated average price of $1685.58. The stock is now traded at around $2084.520000. The impact to a portfolio due to this purchase was 0.02%. The holding were 115 shares as of 2020-12-31.

Added: Lennar Corp (LEN)

Oakmont Corp added to a holding in Lennar Corp by 136.23%. The purchase prices were between $70.23 and $84.68, with an estimated average price of $77.28. The stock is now traded at around $95.220000. The impact to a portfolio due to this purchase was 1.53%. The holding were 392,931 shares as of 2020-12-31.

Sold Out: 2U Inc (TWOU)

Oakmont Corp sold out a holding in 2U Inc. The sale prices were between $29.63 and $42.57, with an estimated average price of $35.75.

Here is the complete portfolio of OAKMONT CORP. Also check out:

1. OAKMONT CORP's Undervalued Stocks
2. OAKMONT CORP's Top Growth Companies, and
3. OAKMONT CORP's High Yield stocks
4. Stocks that OAKMONT CORP keeps buying

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