0001420506-23-001156.txt : 20230515 0001420506-23-001156.hdr.sgml : 20230515 20230515151521 ACCESSION NUMBER: 0001420506-23-001156 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: OAKVIEW CAPITAL MANAGEMENT, L.P. CENTRAL INDEX KEY: 0001698006 IRS NUMBER: 000000000 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17949 FILM NUMBER: 23921281 BUSINESS ADDRESS: STREET 1: 3879 MAPLE AVE. STREET 2: SUITE 300 CITY: DALLAS STATE: TX ZIP: 75219 BUSINESS PHONE: 214-999-1175 MAIL ADDRESS: STREET 1: 3879 MAPLE AVE. STREET 2: SUITE 300 CITY: DALLAS STATE: TX ZIP: 75219 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001698006 XXXXXXXX 03-31-2023 03-31-2023 false OAKVIEW CAPITAL MANAGEMENT, L.P.

3879 MAPLE AVE. SUITE 300 DALLAS TX 75219

13F HOLDINGS REPORT 028-17949 N JAMES PATRICK MALONE 214-999-1175 JAMES PATRICK MALONE, CHIEF COMPLIANCE OFFICER / PRINCIPAL DALLAS TX 05-15-2023 0 16 238471588 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR OAKVIEW CAPITAL MANAGEMENT, L.P. (6192) AIR PRODUCTS INC COM 009158106 21038994 73253 SH SOLE 21038994 0 0 ALPHABET INC CAP STK CL A 02079K305 21859542 210735 SH SOLE 21859542 0 0 AMERCO series N non-voting sto COM 023586506 12695421 244849 SH SOLE 12695421 0 0 CHUBB LIMITED COM H1467J104 12086540 62244 SH SOLE 12086540 0 0 COMCAST CORPORATION CMN CLASS COM 20030N101 11184815 295036 SH SOLE 11184815 0 0 CORTEVA, INC. COM 22052L104 12838190 212870 SH SOLE 12838190 0 0 Carmax Inc COM 143130102 17268179 268640 SH SOLE 17268179 0 0 DEERE & COMPANY COM 244199105 18157224 43977 SH SOLE 18157224 0 0 DOW INC COM 260557103 12255175 223553 SH SOLE 12255175 0 0 FIDELITY NATL FINL COM 31620R303 13619242 389901 SH SOLE 13619242 0 0 GENERAL DYNAMICS CORP. COM 369550108 12238902 53630 SH SOLE 12238902 0 0 J B HUNT TRANS SVCS INC COM 445658107 16070908 91593 SH SOLE 16070908 0 0 SYSCO CORP COM COM 871829107 11835111 153245 SH SOLE 11835111 0 0 T-MOBILE US, INC. COM 872590104 20559893 141949 SH SOLE 20559893 0 0 UNITED PARCEL SERVICE, INC. CL COM 911312106 19679510 101446 SH SOLE 19679510 0 0 Vail Resorts Inc COM 91879Q109 5083942 21756 SH SOLE 5083942 0 0