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 | 18.74% | 69,100 | $35M | held | — | 11 q |
| CVNACarvana Co. | 16.63% | 260,223 | $31M | trimmed−15% | +4.84 pp | 8 q |
| TDGTransDigm Group Incorporated | 13.84% | 58,873 | $26M | held | — | 14 q |
| CDLXCardlytics, Inc. | 12.38% | 332,845 | $23M | held | — | 4 q |
| GOOGAlphabet Inc. Class C | 12.14% | 16,150 | $23M | held | — | 10 q |
| IBKRInteractive Brokers Group, Inc. Class A | 8.62% | 388,286 | $16M | held | — | 14 q |
| SGUStar Group, L.P. Common Units Representing Limited Partner Interest | 7.71% | 1,654,387 | $15M | held | — | 14 q |
| APPNAppian Corporation Class A | 5.92% | 217,138 | $11M | held | — | 9 q |
| CARGCarGurus, Inc. Class A | 3.83% | 284,046 | $7M | added+43% | +1.19 pp | 4 q |
| HNRGHallador Energy Company | 0.19% | 557,189 | $365,000 | held | — | 14 q |
| KMXCarMax Inc. | — | −77,276 | — | exited | −2.91 pp | — |
