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 | 22.96% | 73,874 | $53M | held | — | 15 q |
| TDGTransDigm Group Incorporated | 15.53% | 55,698 | $36M | held | — | 18 q |
| CDLXCardlytics, Inc. | 12.93% | 236,447 | $30M | held | — | 8 q |
| CVNACarvana Co. | 11.89% | 91,428 | $28M | held | — | 12 q |
| GOOGAlphabet Inc. Class C | 9.86% | 9,135 | $23M | held | — | 14 q |
| IBKRInteractive Brokers Group, Inc. Class A | 7.41% | 261,847 | $17M | held | — | 18 q |
| GWREGuidewire Software, Inc. | 7.01% | 144,425 | $16M | held | — | 3 q |
| SGUStar Group, L.P. Common Units Representing Limited Partner Interest | 6.30% | 1,305,167 | $15M | trimmed−17% | −1.56 pp | 18 q |
| AYXAlteryx, Inc. | 5.50% | 148,347 | $13M | held | — | 4 q |
| HNRGHallador Energy Company | 0.61% | 527,140 | $1M | held | — | 18 q |
