Oakview Capital Management, L.P. Portfolio Holdings by Sector

Oakview Capital Management, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Specialty Chemicals \| Basic Materials APD 1 stocks	$4,071 19.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$3,853 18.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$2,356 11.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials JBHT 1 stocks	$1,972 9.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS 1 stocks	$1,853 8.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical BALL 1 stocks	$1,776 8.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$1,485 6.94% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TXN 1 stocks	$1,416 6.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$1,362 6.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$1,186 5.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical CNNE 1 stocks	$66 0.31% of portfolio	1	-	1	-	0 Calls 0 Puts

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