StockDriftsStockDriftsTop 11 Oakview Capital Management, L.p. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APD | AIR PRODS & CHEMS INC | 18.81% | 13.7K | $4.1M | -7.55%(-1.12K) | — | 2024-09-30 | |
| DE | DEERE & CO | 17.81% | 9.2K | $3.9M | -13.90%(-1.49K) | — | 2024-09-30 | |
| CB | CHUBB LIMITED | 10.89% | 8.2K | $2.4M | -11.99%(-1.11K) | — | 2024-09-30 | |
| JBHT | HUNT J B TRANS SVCS INC | 9.12% | 11.4K | $2.0M | -11.06%(-1.42K) | — | 2024-09-30 | |
| TMUS | T-MOBILE US INC | 8.57% | 9.0K | $1.9M | -12.57%(-1.29K) | — | 2024-09-30 | |
| BALL | BALL CORP | 8.21% | 26.2K | $1.8M | -10.73%(-3.14K) | — | 2024-09-30 | |
| TXN | TEXAS INSTRS INC | 6.95% | 7.3K | $1.5M | -47.12%(-6.49K) | — | 2024-09-30 | |
| DOW | DOW INC | 6.86% | 27.2K | $1.5M | -13.04%(-4.08K) | — | 2024-09-30 | |
| KMX | CARMAX INC | 6.3% | 17.6K | $1.4M | -13.54%(-2.76K) | — | 2024-09-30 | |
| CTVA | CORTEVA INC | 5.48% | 20.2K | $1.2M | -16.71%(-4.05K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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