Oakcliff Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| IBKRInteractive Brokers Group, Inc. Class A | 19.84% | 302,647 | $37M | held | — | 30 q |
| TDGTransDigm Group Incorporated | 14.64% | 21,424 | $27M | held | — | 30 q |
| GILGildan Activewear Inc. | 12.48% | 615,399 | $23M | held | — | 7 q |
| GOOGAlphabet Inc. Class C | 11.66% | 118,880 | $22M | held | — | 26 q |
| GWREGuidewire Software, Inc. | 9.18% | 124,435 | $17M | held | — | 15 q |
| NRPNatural Resource Partners L.P. | 7.42% | 154,866 | $14M | new | +7.42 pp | new |
| FNFFidelity National Financial, Inc. | 7.14% | 270,000 | $13M | held | — | 5 q |
| SGUStar Group, L.P. Common Units Representing Limited Partner Interest | 6.29% | 1,105,928 | $12M | held | — | 30 q |
| CHTRCharter Comm Inc Del CL A New | 6.15% | 38,474 | $12M | held | — | 27 q |
| LGIHLGI Homes, Inc. | 5.20% | 108,590 | $10M | held | — | 3 q |
| HNRGHallador Energy Company | — | −372,664 | — | exited | −1.19 pp | — |
