Oakcliff Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed+3.68
- held
- held
- held
- held
Positions
| CVNACarvana Co. | 20.31% | 210,223 | $47M | trimmed−19% | +3.68 pp | 9 q |
| CHTRCharter Comm Inc Del CL A New | 18.68% | 69,100 | $43M | held | — | 12 q |
| TDGTransDigm Group Incorporated | 12.11% | 58,873 | $28M | held | — | 15 q |
| GOOGAlphabet Inc. Class C | 10.28% | 16,150 | $24M | held | — | 11 q |
| CDLXCardlytics, Inc. | 10.17% | 332,845 | $23M | held | — | 5 q |
| IBKRInteractive Brokers Group, Inc. Class A | 8.13% | 388,286 | $19M | held | — | 15 q |
| SGUStar Group, L.P. Common Units Representing Limited Partner Interest | 6.99% | 1,654,387 | $16M | held | — | 15 q |
| APPNAppian Corporation Class A | 6.09% | 217,138 | $14M | held | — | 10 q |
| AYXAlteryx, Inc. | 4.43% | 90,000 | $10M | new | +4.43 pp | new |
| CARGCarGurus, Inc. Class A | 2.66% | 284,046 | $6M | held | — | 5 q |
| HNRGHallador Energy Company | 0.16% | 557,189 | $363,000 | held | — | 15 q |