Oakcliff Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| TDGTransDigm Group Incorporated | 18.81% | 55,698 | $36M | held | — | 21 q |
| GOOGAlphabet Inc. Class C | 13.23% | 9,135 | $26M | held | — | 17 q |
| CHTRCharter Comm Inc Del CL A New | 12.97% | 45,874 | $25M | trimmed−28% | −6.05 pp | 18 q |
| CVNACarvana Co. | 11.19% | 180,928 | $22M | added+98% | +1.51 pp | 15 q |
| IBKRInteractive Brokers Group, Inc. Class A | 10.25% | 299,847 | $20M | added+15% | +0.75 pp | 21 q |
| GWREGuidewire Software, Inc. | 9.15% | 186,435 | $18M | added+29% | +1.66 pp | 6 q |
| CDLXCardlytics, Inc. | 8.69% | 304,736 | $17M | held | — | 11 q |
| SGUStar Group, L.P. Common Units Representing Limited Partner Interest | 7.51% | 1,305,167 | $14M | held | — | 21 q |
| AYXAlteryx, Inc. | 7.24% | 195,347 | $14M | held | — | 7 q |
| HNRGHallador Energy Company | 0.96% | 527,140 | $2M | held | — | 21 q |
| GDRXGoodRx Holdings, Inc. Class A | — | −296,233 | — | exited | −4.42 pp | — |
