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 | 21.09% | 69,100 | $30M | added+12% | +3.29 pp | 10 q |
| TDGTransDigm Group Incorporated | 13.19% | 58,873 | $19M | added+72% | +1.74 pp | 13 q |
| GOOGAlphabet Inc. Class C | 13.14% | 16,150 | $19M | added+11% | +1.49 pp | 9 q |
| CVNACarvana Co. | 11.79% | 305,951 | $17M | added+30% | −1.16 pp | 7 q |
| IBKRInteractive Brokers Group, Inc. Class A | 11.72% | 388,286 | $17M | added+1% | +1.04 pp | 13 q |
| SGUStar Group, L.P. Common Units Representing Limited Partner Interest | 8.91% | 1,654,387 | $13M | held | — | 13 q |
| CDLXCardlytics, Inc. | 8.14% | 332,845 | $12M | added+18% | −2.40 pp | 3 q |
| APPNAppian Corporation Class A | 6.11% | 217,138 | $9M | held | — | 8 q |
| KMXCarMax Inc. | 2.91% | 77,276 | $4M | trimmed−26% | −2.56 pp | 13 q |
| CARGCarGurus, Inc. Class A | 2.64% | 199,046 | $4M | held | — | 3 q |
| HNRGHallador Energy Company | 0.37% | 557,189 | $528,000 | held | — | 13 q |
