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CIK: 0001698006
Total reported value
$21.6M
$21.6M
15 檔
74.3%
During the Q2 2024 filing period, Oakview Capital Management, L.P. (CIK: 0001698006) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $21.6M across 15 reported positions.
During Q2 2024, Oakview Capital Management, L.P.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DE | Deere & Co | Stock-Industrials | 12.61% | — | -59.76% | |
| 2 | APD | Air Products & Chemicals Inc | Stock-Materials | 12.01% | — | -57.17% | |
| 3 | UPS | United Parcel Service-cl B | Stock-Industrials | 8.92% | — | -57.19% | |
| 4 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 8.61% | — | -57.70% | |
| 5 | TXN | Texas Instruments Inc | Stock-Tech | 8.42% | — | -57.21% | |
| 6 | CB | Chubb Limited | Stock-Financials | 7.45% | — | -59.57% | |
| 7 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 6.48% | — | -57.27% | |
| 8 | TMUS | T-mobile US Inc | Stock-Comm Services | 5.70% | — | -74.69% | |
| 9 | BALL | Ball CORP | Stock-Consumer Disc | 5.53% | — | -60.50% | |
| 10 | DOW | Dow Inc | Stock-Materials | 5.22% | — | -61.34% | |
| 11 | KMX | Carmax Inc | Stock-Consumer Disc | 4.70% | — | -76.99% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.26% | — | -79.00% | |
| 13 | CTVA | Corteva Inc | Stock-Materials | 4.11% | — | -72.53% | |
| 14 | FNF | Fidelity National Financial | Stock-Financials | 3.86% | — | -78.30% | |
| 15 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.12% | — | -77.32% |
According to official SEC Form 13F filings, Oakview Capital Management, L.P. reported a total U.S. public equity portfolio value of $21.6M across 15 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DE, APD, UPS) accounted for 74.3% of total reported equity market value during Q2 2024.
During Q2 2024, Oakview Capital Management, L.P.'s top holdings by market value included DE (12.6%)、APD (12.0%)、UPS (8.9%). The largest single position, DE, represented 12.6% of total portfolio value.
In Q2 2024, Oakview Capital Management, L.P. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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