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OAKMONT Corp

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13F filer, CIK 924171, Los Angeles, CA

OAKMONT Corp reported $559,481,626 across 30 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-07. Its ten largest share positions make up 90.78% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001081198-25-000021

Period
2025-09-30
Reported value
$559M
Holdings
30
Top 10 weight
90.78%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WCNadded+101,043$17.8M
WMTadded+136,470$14.1M
TDGadded+5,326$7.02M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MSFTreduced-43,059-$22.3M
NVDAreduced-104,784-$19.6M
AMZNreduced-30,165-$6.62M
CMGreduced-30,358-$1.19M
MAreduced-2,042-$1.16M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001081198-25-000021, largest first. % of portfolio is the value over $559,481,626, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,607 shares; 2024Q4: 243,682 shares; 2025Q1: 212,594 shares; 2025Q2: 211,805 shares; 2025Q3: 168,746 shares 168,746$87.4M15.62%-43,059Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,975 shares; 2024Q4: 413,984 shares; 2025Q1: 411,540 shares; 2025Q2: 409,883 shares; 2025Q3: 379,718 shares 379,718$83.4M14.9%-30,165Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,232 shares; 2024Q4: 124,582 shares; 2025Q1: 123,861 shares; 2025Q2: 123,445 shares; 2025Q3: 121,403 shares 121,403$69.1M12.34%-2,042Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570,377 shares; 2024Q4: 592,189 shares; 2025Q1: 476,279 shares; 2025Q2: 371,344 shares; 2025Q3: 266,560 shares 266,560$49.7M8.89%-104,784Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,705 shares; 2024Q4: 195,397 shares; 2025Q1: 194,290 shares; 2025Q2: 193,559 shares; 2025Q3: 190,098 shares 190,098$48.4M8.65%-3,461Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,667 shares; 2024Q4: 81,587 shares; 2025Q1: 81,116 shares; 2025Q2: 80,821 shares; 2025Q3: 79,493 shares 79,493$38.7M6.92%-1,328Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,027 shares; 2024Q4: 23,933 shares; 2025Q1: 23,793 shares; 2025Q2: 23,706 shares; 2025Q3: 23,293 shares 23,293$34.9M6.23%-413Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,101 shares; 2025Q1: 52,822 shares; 2025Q2: 52,642 shares; 2025Q3: 51,826 shares 51,826$34.5M6.17%-816Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,665 shares; 2024Q4: 20,086 shares; 2025Q1: 19,974 shares; 2025Q2: 19,904 shares; 2025Q3: 25,230 shares 25,230$33.3M5.94%+5,326Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,641 shares; 2025Q3: 162,684 shares 162,684$28.6M5.11%+101,043Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110,795 shares; 2025Q2: 110,397 shares; 2025Q3: 246,867 shares 246,867$25.4M4.55%+136,470Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517,843 shares; 2024Q4: 575,771 shares; 2025Q1: 563,365 shares; 2025Q2: 570,071 shares; 2025Q3: 539,713 shares 539,713$21.2M3.78%-30,358Timeline
BLACKSKY TECHNOLOGY INCBLACKSKY TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,239 shares; 2024Q4: 83,239 shares; 2025Q1: 83,239 shares; 2025Q2: 83,239 shares; 2025Q3: 73,239 shares 73,239$1.48M0.26%-10,000
LBRTLIBERTY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,000 shares; 2024Q4: 92,000 shares; 2025Q1: 92,000 shares; 2025Q2: 92,000 shares; 2025Q3: 92,000 shares 92,000$1.14M0.2%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,884 shares; 2024Q4: 1,884 shares; 2025Q1: 1,884 shares; 2025Q2: 1,884 shares; 2025Q3: 1,884 shares 1,884$459K0.08%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 1,886 shares; 2025Q1: 1,886 shares; 2025Q2: 1,886 shares; 2025Q3: 1,886 shares 1,886$458K0.08%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: 1,032 shares; 2025Q1: 1,032 shares; 2025Q2: 1,032 shares; 2025Q3: 1,032 shares 1,032$418K0.07%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares 1,410$236K0.04%0Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,459 shares; 2025Q1: 1,459 shares; 2025Q2: 1,459 shares; 2025Q3: 1,459 shares 1,459$163K0.03%0Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 1,413 shares; 2025Q1: 1,413 shares; 2025Q2: 1,413 shares; 2025Q3: 1,413 shares 1,413$84.4K0.02%0Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares 176$80.5K0.01%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,258 shares; 2024Q4: 2,258 shares; 2025Q1: 2,258 shares; 2025Q2: 2,258 shares; 2025Q3: 2,258 shares 2,258$75.8K0.01%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,455 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares 1,455$75.1K0.01%0Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares 240$67.7K0.01%0Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares 705$64.5K0.01%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 198 shares 198$55.9K0.01%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares 180$42.5K0.01%0Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100$37K0.01%0Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares 110$33K0.01%0Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares 65$27.5K<0.01%0Timeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001081198-25-000021 base2025-11-07acceptance time not in the bulk data set