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 | 17.80% | 61,500 | $30M | held | — | 9 q |
| CVNACarvana Co. | 12.95% | 235,729 | $22M | held | — | 6 q |
| GOOGAlphabet Inc. Class C | 11.65% | 14,600 | $20M | held | — | 8 q |
| TDGTransDigm Group Incorporated | 11.45% | 34,273 | $19M | held | — | 12 q |
| IBKRInteractive Brokers Group, Inc. Class A | 10.68% | 383,955 | $18M | added+12% | −1.83 pp | 12 q |
| CDLXCardlytics, Inc. | 10.54% | 281,064 | $18M | held | — | 2 q |
| SGUStar Group, L.P. Common Units Representing Limited Partner Interest | 9.34% | 1,654,387 | $16M | held | — | 12 q |
| KMXCarMax Inc. | 5.47% | 104,540 | $9M | held | — | 12 q |
| APPNAppian Corporation Class A | 4.95% | 217,138 | $8M | held | — | 7 q |
| CARGCarGurus, Inc. Class A | 4.18% | 199,046 | $7M | held | — | 2 q |
| HNRGHallador Energy Company | 0.99% | 557,189 | $2M | held | — | 12 q |
