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 | 17.91% | 61,500 | $24M | held | — | 7 q |
| IBKRInteractive Brokers Group, Inc. Class A | 13.74% | 343,955 | $19M | held | — | 10 q |
| TDGTransDigm Group Incorporated | 12.22% | 34,273 | $17M | trimmed−15% | −1.00 pp | 10 q |
| SGUStar Group, L.P. Common Units Representing Limited Partner Interest | 12.18% | 1,654,387 | $17M | held | — | 10 q |
| GOOGAlphabet Inc. Class C | 11.63% | 14,600 | $16M | added+19% | +1.15 pp | 6 q |
| CVNACarvana Co. | 10.87% | 235,729 | $15M | held | — | 4 q |
| KMXCarMax Inc. | 8.42% | 131,540 | $11M | held | — | 10 q |
| APPNAppian Corporation Class A | 7.53% | 283,264 | $10M | held | — | 5 q |
| BFHBread Financial Holdings, Inc. | 3.20% | 30,963 | $4M | trimmed−63% | −7.30 pp | 7 q |
| HNRGHallador Energy Company | 2.31% | 557,189 | $3M | held | — | 10 q |
