OAKVIEW CAPITAL MANAGEMENT, L.P.

HTTPS://WWW.OAKVIEWCM.COM • DALLAS, TX • Investment Advisor • Hedge Fund
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Oakview Capital Management is based out of Dallas. Oakview Capital Management is a hedge fund with 80 clients and discretionary assets under management (AUM) of $248,126,040 (Form ADV from 2023-03-31). Their last reported 13F filing for Q1 2023 included $238,471,588 in managed 13F securities and a top 10 holdings concentration of 72.88%. Oakview Capital Management's largest holding is Alphabet Inc. Class A with shares held of 210,735. Oakview Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 30 13F filings, 2 13G filings, and 2 Form 4 filings

03/31/2023

13F Activity

  • Market Value $238.472 Million
  • Prior Market Value $233.764 Million
  • New Purchases1 stock
  • Additional Purchases2 stocks
  • Sold out of2 stocks
  • Reduced holdings in13 stocks
  • Top 10 Holdings % 72.88 %
  • Turnover % [1]:18.75%
  • Turnover Alt % [2]: 7.05 %
  • Time Held Top20:8.44 quarters
  • Time Held Top10:4.10 quarters
  • Time Held All:8.63 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2023

13F Sector Allocation Over Time

Fund Metrics

You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for OAKVIEW CAPITAL MANAGEMENT, L.P.

Portfolio Analysis

Classifications:

Q1 2023:

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Consistent Across Past 4 Quarters:

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Type of 13F Disclosure 13F Holdings Report
% of holdings ETF 0.0
% of top 20 holdings the same as top 20 most commonly held by all managers 5.0%
ALL HOLDINGS TOP-20 HOLDINGS
min max mean median min max mean median
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Stock BETA (1-yr) Premium subscription required
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Sector Allocation 4.963% (CONSUMER STAPLES) 19.345% (MATERIALS) 12.5% 13.301% 4.963% (CONSUMER STAPLES) 19.345% (MATERIALS) 12.5% 13.301%

Risk/Reward Analysis

Portfolio Market Cap Analysis

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-05-15

Performance for Q1 2023: -4.55%
Performance Last 4 Quarters: 0.31%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
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Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

OAKVIEW CAPITAL MANAGEMENT, L.P.
3879 MAPLE AVE. SUITE 300
DALLAS TX    75219
Country: United States
Business Phone: 214-999-1175
Fax: 214-999-9304
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Partnership
Organized in: TX
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 7,610,920
Total Number of Clients: 80
Amount of client funds and securities by related persons: 7,610,920
Total Number of clients from related persons: 1
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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OAKVIEW CAPITAL MANAGEMENT, L.P.

ownership team - last updated 2023-03-31
Name Title Start Date Direct/Indirect % Ownership
OAKVIEW INVESTMENTS, LLC GENERAL PARTNER 10/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. GENERAL PARTNER direct 2007-10-01
FAHRENBRUCH, JEFFREY, GARRETT PRINCIPAL 03/01/2020 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. PRINCIPAL direct 2020-03-01
SINGHANIA, JAI, KRISHNA LIMITED PARTNER 08/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CO-CHIEF INVESTMENT OFFICER direct 2014-08-01
HENEGAR, COREY, RYAN LIMITED PARTNER, CHIEF INVESTMENT OFFICER 05/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2010-05-01
MALONE, JAMES, PATRICK LIMITED PARTNER, CHIEF COMPLIANCE OFFICER 10/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF COMPLIANCE OFFICER direct 2007-10-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2007-10-01
HENEGAR, COREY, RYAN MEMBER OAKVIEW INVESTMENTS, LLC 05/01/2010 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2010-05-01
MALONE, JAMES, PATRICK MEMBER OAKVIEW INVESTMENTS, LLC 10/01/2007 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF COMPLIANCE OFFICER direct 2007-10-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2007-10-01

OAKVIEW CAPITAL MANAGEMENT, L.P.

ownership team - last updated 2022-03-25
Name Title Start Date Direct/Indirect % Ownership
OAKVIEW INVESTMENTS, LLC GENERAL PARTNER 10/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. GENERAL PARTNER direct 2007-10-01
FAHRENBRUCH, JEFFREY, GARRETT PRINCIPAL 03/01/2020 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. PRINCIPAL direct 2020-03-01
HENEGAR, COREY, RYAN LIMITED PARTNER, CHIEF INVESTMENT OFFICER 05/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2010-05-01
MALONE, JAMES, PATRICK LIMITED PARTNER, CHIEF COMPLIANCE OFFICER 10/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF COMPLIANCE OFFICER direct 2007-10-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2007-10-01
HENEGAR, COREY, RYAN MEMBER OAKVIEW INVESTMENTS, LLC 05/01/2010 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2010-05-01
MALONE, JAMES, PATRICK MEMBER OAKVIEW INVESTMENTS, LLC 10/01/2007 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF COMPLIANCE OFFICER direct 2007-10-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2007-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
OAKVIEW VALUE FUND, LP United States 805-5953296432 Hedge Fund 23,927,068 1,000,000

OAKVIEW CAPITAL MANAGEMENT, L.P.

ownership team - last updated 2021-03-26
Name Title Start Date Direct/Indirect % Ownership
OAKVIEW INVESTMENTS, LLC GENERAL PARTNER 10/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. GENERAL PARTNER direct 2007-10-01
FAHRENBRUCH, JEFFREY, GARRETT PRINCIPAL 03/01/2020 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. PRINCIPAL direct 2020-03-01
SINGHANIA, JAI, KRISHNA LIMITED PARTNER, CO-CHIEF INVESTMENT OFFICER 08/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CO-CHIEF INVESTMENT OFFICER direct 2014-08-01
HENEGAR, COREY, RYAN LIMITED PARTNER, CHIEF INVESTMENT OFFICER 05/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2010-05-01
MALONE, JAMES, PATRICK LIMITED PARTNER, CHIEF COMPLIANCE OFFICER 10/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF COMPLIANCE OFFICER direct 2007-10-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2007-10-01
HENEGAR, COREY, RYAN MEMBER OAKVIEW INVESTMENTS, LLC 05/01/2010 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2010-05-01
MALONE, JAMES, PATRICK MEMBER OAKVIEW INVESTMENTS, LLC 10/01/2007 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF COMPLIANCE OFFICER direct 2007-10-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2007-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
OAKVIEW VALUE FUND, LP United States 805-5953296432 Hedge Fund 19,030,382 1,000,000

OAKVIEW CAPITAL MANAGEMENT, L.P.

ownership team - last updated 2020-09-03
Name Title Start Date Direct/Indirect % Ownership
OAKVIEW INVESTMENTS, LLC GENERAL PARTNER 10/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. GENERAL PARTNER direct 2007-10-01
FAHRENBRUCH, JEFFREY, GARRETT PRINCIPAL 03/01/2020 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. PRINCIPAL direct 2020-03-01
SINGHANIA, JAI, KRISHNA LIMITED PARTNER, CO-CHIEF INVESTMENT OFFICER 08/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CO-CHIEF INVESTMENT OFFICER direct 2014-08-01
HENEGAR, COREY, RYAN LIMITED PARTNER, CHIEF INVESTMENT OFFICER 05/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2010-05-01
MALONE, JAMES, PATRICK LIMITED PARTNER, CHIEF COMPLIANCE OFFICER 10/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF COMPLIANCE OFFICER direct 2007-10-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2007-10-01
HENEGAR, COREY, RYAN MEMBER OAKVIEW INVESTMENTS, LLC 05/01/2010 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2010-05-01
MALONE, JAMES, PATRICK MEMBER OAKVIEW INVESTMENTS, LLC 10/01/2007 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF COMPLIANCE OFFICER direct 2007-10-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2007-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
OAKVIEW VALUE FUND, LP United States 805-5953296432 Hedge Fund 24,933,540 1,000,000

OAKVIEW CAPITAL MANAGEMENT, L.P.

ownership team - last updated 2020-06-09
Name Title Start Date Direct/Indirect % Ownership
OAKVIEW INVESTMENTS, LLC GENERAL PARTNER 10/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. GENERAL PARTNER direct 2007-10-01
FAHRENBRUCH, JEFFREY, GARRETT PRINCIPAL 03/01/2020 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. PRINCIPAL direct 2020-03-01
SINGHANIA, JAI, KRISHNA LIMITED PARTNER, CO-CHIEF INVESTMENT OFFICER 08/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CO-CHIEF INVESTMENT OFFICER direct 2014-08-01
HENEGAR, COREY, RYAN LIMITED PARTNER, CHIEF INVESTMENT OFFICER 05/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2010-05-01
MALONE, JAMES, PATRICK LIMITED PARTNER, CHIEF COMPLIANCE OFFICER 10/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF COMPLIANCE OFFICER direct 2007-10-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2007-10-01
HENEGAR, COREY, RYAN MEMBER OAKVIEW INVESTMENTS, LLC 05/01/2010 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2010-05-01
MALONE, JAMES, PATRICK MEMBER OAKVIEW INVESTMENTS, LLC 10/01/2007 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF COMPLIANCE OFFICER direct 2007-10-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2007-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
OAKVIEW VALUE FUND, LP United States 805-5953296432 Hedge Fund 24,933,540 1,000,000

OAKVIEW CAPITAL MANAGEMENT, L.P.

ownership team - last updated 2020-03-20
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
OAKVIEW VALUE FUND, LP United States 805-5953296432 Hedge Fund 24,933,540 1,000,000

OAKVIEW CAPITAL MANAGEMENT, L.P.

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
OAKVIEW INVESTMENTS, LLC GENERAL PARTNER 10/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. GENERAL PARTNER direct 2007-10-01
SINGHANIA, JAI, KRISHNA LIMITED PARTNER, CO-CHIEF INVESTMENT OFFICER 08/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CO-CHIEF INVESTMENT OFFICER direct 2014-08-01
HENEGAR, COREY, RYAN LIMITED PARTNER, CHIEF INVESTMENT OFFICER 05/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2010-05-01
MALONE, JAMES, PATRICK LIMITED PARTNER, CHIEF COMPLIANCE OFFICER 10/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF COMPLIANCE OFFICER direct 2007-10-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2007-10-01
HENEGAR, COREY, RYAN MEMBER OAKVIEW INVESTMENTS, LLC 05/01/2010 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2010-05-01
MALONE, JAMES, PATRICK MEMBER OAKVIEW INVESTMENTS, LLC 10/01/2007 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF COMPLIANCE OFFICER direct 2007-10-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2007-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
OAKVIEW VALUE FUND, LP United States 805-5953296432 Hedge Fund 27,455,971 0

OAKVIEW CAPITAL MANAGEMENT, L.P.

ownership team - last updated 2017-11-03
Name Title Start Date Direct/Indirect % Ownership
OAKVIEW INVESTMENTS, LLC GENERAL PARTNER 10/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. GENERAL PARTNER direct 2007-10-01
SINGHANIA, JAI, KRISHNA LIMITED PARTNER, CO-CHIEF INVESTMENT OFFICER 08/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CO-CHIEF INVESTMENT OFFICER direct 2014-08-01
HENEGAR, COREY, RYAN LIMITED PARTNER, CHIEF INVESTMENT OFFICER 05/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2010-05-01
MALONE, JAMES, PATRICK LIMITED PARTNER, CHIEF COMPLIANCE OFFICER 10/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF COMPLIANCE OFFICER direct 2007-10-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2007-10-01
HENEGAR, COREY, RYAN MEMBER OAKVIEW INVESTMENTS, LLC 05/01/2010 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF INVESTMENT OFFICER direct 2010-05-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2010-05-01
MALONE, JAMES, PATRICK MEMBER OAKVIEW INVESTMENTS, LLC 10/01/2007 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
OAKVIEW CAPITAL MANAGEMENT, L.P. LIMITED PARTNER, CHIEF COMPLIANCE OFFICER direct 2007-10-01
OAKVIEW CAPITAL MANAGEMENT, L.P. MEMBER indirect 2007-10-01

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