Oakmont Corp’s Cheniere Energy LNG Stock Holding History

Oakmont Corp’s Portfolio LNG Stock Details LNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-644,296	Closed	-$44.1M	–	20
2019 Q2	$44.1M	Sell	644,296 -26,800	-4%	-$1.77M	6.7%	7
2019 Q1	$45.9M	Buy	671,096 +286	+0%	+$18.8K	6.46%	8
2018 Q4	$39.7M	Buy	670,810 +170,710	+34%	+$10.5M	6.24%	8
2018 Q3	$34.8M	Buy	+500,100	New	+$32.2M	4.52%	9

Other funds holding LNG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Oakmont Corp's LNG Position: Q3 2019 in Review

Oakmont Corp sold out of Cheniere Energy (LNG) in Q3 2019, closing a stake of 644,296 shares — an estimated $44.1M sold.

Oakmont Corp first reported a position in LNG in Q3 2018 and held it in 4 quarters. The position peaked at $45.9M in Q1 2019. 507 funds tracked by Wall St. Rank hold LNG as of Q3 2019.

Oakmont Corp reported no remaining Cheniere Energy position as of Q3 2019 after selling out during the quarter.
Oakmont Corp sold 644,296 Cheniere Energy shares in Q3 2019, an estimated $44.1M.
Oakmont Corp first reported a position in Cheniere Energy in Q3 2018 and held it in 4 quarters.
Oakmont Corp's Cheniere Energy position peaked at $45.9M in Q1 2019.
507 funds tracked by Wall St. Rank held Cheniere Energy as of Q3 2019.

Based on Oakmont Corp's 13F filing for Q3 2019, filed 6 Nov 2019.