Oakcliff Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
- held
- held
- added−2.84
Positions
| CHTRCharter Comm Inc Del CL A New | 23.80% | 73,874 | $54M | held | — | 16 q |
| TDGTransDigm Group Incorporated | 15.40% | 55,698 | $35M | held | — | 19 q |
| CVNACarvana Co. | 12.21% | 91,428 | $28M | held | — | 13 q |
| GOOGAlphabet Inc. Class C | 10.78% | 9,135 | $24M | held | — | 15 q |
| CDLXCardlytics, Inc. | 10.09% | 271,447 | $23M | added+15% | −2.84 pp | 9 q |
| GWREGuidewire Software, Inc. | 7.60% | 144,425 | $17M | held | — | 4 q |
| IBKRInteractive Brokers Group, Inc. Class A | 7.23% | 261,847 | $16M | held | — | 19 q |
| AYXAlteryx, Inc. | 6.32% | 195,347 | $14M | added+32% | +0.82 pp | 5 q |
| SGUStar Group, L.P. Common Units Representing Limited Partner Interest | 5.89% | 1,305,167 | $13M | held | — | 19 q |
| HNRGHallador Energy Company | 0.69% | 527,140 | $2M | held | — | 19 q |