Oakcliff Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
- held
- held
- added−2.80
Positions
| TDGTransDigm Group Incorporated | 24.58% | 55,698 | $29M | held | — | 23 q |
| IBKRInteractive Brokers Group, Inc. Class A | 19.41% | 361,247 | $23M | held | — | 23 q |
| GOOGAlphabet Inc. Class C | 15.63% | 193,300 | $19M | held | — | 19 q |
| GWREGuidewire Software, Inc. | 10.32% | 199,435 | $12M | held | — | 8 q |
| CHTRCharter Comm Inc Del CL A New | 9.66% | 37,874 | $11M | added+5% | −2.80 pp | 20 q |
| SGUStar Group, L.P. Common Units Representing Limited Partner Interest | 8.92% | 1,305,167 | $11M | held | — | 23 q |
| LGIHLGI Homes, Inc. | 5.13% | 75,000 | $6M | held | — | 2 q |
| AYXAlteryx, Inc. | 4.59% | 97,847 | $5M | held | — | 9 q |
| HNRGHallador Energy Company | 1.76% | 372,664 | $2M | trimmed−29% | −0.34 pp | 23 q |
| CDLXCardlytics, Inc. | — | −339,736 | — | exited | −5.59 pp | — |