Oakcliff Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| IBKRInteractive Brokers Group, Inc. Class A | 15.46% | 343,955 | $19M | added+20% | +3.72 pp | 8 q |
| CHTRCharter Comm Inc Del CL A New | 14.41% | 61,500 | $18M | trimmed−17% | −3.61 pp | 5 q |
| TDGTransDigm Group Incorporated | 13.73% | 49,106 | $17M | held | — | 8 q |
| SGUStar Group, L.P. Common Units Representing Limited Partner Interest | 12.71% | 1,654,387 | $15M | held | — | 8 q |
| GOOGAlphabet Inc. Class C | 10.47% | 12,300 | $13M | held | — | 4 q |
| BFHBread Financial Holdings, Inc. | 10.20% | 82,650 | $12M | added+23% | −1.56 pp | 5 q |
| KMXCarMax Inc. | 8.05% | 156,040 | $10M | held | — | 8 q |
| CVNACarvana Co. | 6.43% | 239,020 | $8M | added×2.3 | +1.87 pp | 2 q |
| APPNAppian Corporation Class A | 6.22% | 283,264 | $8M | added+21% | +0.49 pp | 3 q |
| HNRGHallador Energy Company | 2.32% | 557,189 | $3M | held | — | 8 q |
| BIDUBaidu, Inc. | — | −2,900 | — | exited | −0.49 pp | — |
