Oakcliff Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| CHTRCharter Comm Inc Del CL A New | 18.02% | 74,500 | $24M | held | — | 4 q |
| TDGTransDigm Group Incorporated | 13.57% | 49,106 | $18M | held | — | 7 q |
| SGUStar Group, L.P. Common Units Representing Limited Partner Interest | 12.00% | 1,654,387 | $16M | held | — | 7 q |
| BFHBread Financial Holdings, Inc. | 11.76% | 67,100 | $16M | added+85% | +5.37 pp | 4 q |
| IBKRInteractive Brokers Group, Inc. Class A | 11.74% | 285,955 | $16M | added+25% | +0.55 pp | 7 q |
| GOOGAlphabet Inc. Class C | 10.90% | 12,300 | $15M | held | — | 3 q |
| KMXCarMax Inc. | 8.65% | 156,040 | $12M | trimmed−34% | −4.41 pp | 7 q |
| APPNAppian Corporation Class A | 5.73% | 233,264 | $8M | held | — | 2 q |
| CVNACarvana Co. | 4.56% | 104,020 | $6M | new | +4.56 pp | new |
| HNRGHallador Energy Company | 2.57% | 557,189 | $3M | held | — | 7 q |
| BIDUBaidu, Inc. | 0.49% | 2,900 | $663,000 | trimmed−93% | −7.44 pp | 7 q |
