Oakcliff Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| IBKRInteractive Brokers Group, Inc. Class A | 16.77% | 484,354 | $18M | held | — | 2 q |
| unresolvedExpress Scripts Hldg Co | 13.32% | 225,637 | $14M | added+9% | +0.23 pp | 2 q |
| TDGTransDigm Group Incorporated | 12.37% | 49,727 | $13M | held | — | 2 q |
| SGUStar Group, L.P. Common Units Representing Limited Partner Interest | 11.39% | 1,654,387 | $12M | held | — | 2 q |
| KMXCarMax Inc. | 9.92% | 170,000 | $11M | held | — | 2 q |
| AXTAAxalta Coating Systems Ltd. | 9.60% | 324,049 | $10M | trimmed−13% | −1.92 pp | 2 q |
| BIDUBaidu, Inc. | 8.80% | 53,200 | $10M | held | — | 2 q |
| GOOGAlphabet Inc. Class C | 8.41% | 10,000 | $9M | held | — | 2 q |
| AXONAxon Enterprise, Inc. | 4.84% | 208,204 | $5M | new | +4.84 pp | new |
| unresolvedAlliance Holdings GP LP | 2.71% | 123,586 | $3M | trimmed−45% | −3.19 pp | 2 q |
| HNRGHallador Energy Company | 1.87% | 260,578 | $2M | held | — | 2 q |
