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 | 19.02% | 63,874 | $42M | trimmed−14% | −4.78 pp | 17 q |
| TDGTransDigm Group Incorporated | 16.19% | 55,698 | $35M | held | — | 20 q |
| GOOGAlphabet Inc. Class C | 12.08% | 9,135 | $26M | held | — | 16 q |
| CVNACarvana Co. | 9.68% | 91,428 | $21M | held | — | 14 q |
| IBKRInteractive Brokers Group, Inc. Class A | 9.50% | 261,847 | $21M | held | — | 20 q |
| CDLXCardlytics, Inc. | 9.20% | 304,736 | $20M | added+12% | −0.89 pp | 10 q |
| GWREGuidewire Software, Inc. | 7.49% | 144,435 | $16M | added0% | −0.11 pp | 5 q |
| SGUStar Group, L.P. Common Units Representing Limited Partner Interest | 6.42% | 1,305,167 | $14M | held | — | 20 q |
| AYXAlteryx, Inc. | 5.40% | 195,347 | $12M | held | — | 6 q |
| GDRXGoodRx Holdings, Inc. Class A | 4.42% | 296,233 | $10M | new | +4.42 pp | new |
| HNRGHallador Energy Company | 0.59% | 527,140 | $1M | held | — | 20 q |
