Oakcliff Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
- held
- held
- held
Positions
| IBKRInteractive Brokers Group, Inc. Class A | 21.21% | 302,647 | $42M | held | — | 31 q |
| TDGTransDigm Group Incorporated | 15.38% | 21,424 | $31M | held | — | 31 q |
| GILGildan Activewear Inc. | 14.58% | 615,399 | $29M | held | — | 8 q |
| GWREGuidewire Software, Inc. | 11.45% | 124,435 | $23M | held | — | 16 q |
| GOOGAlphabet Inc. Class C | 9.99% | 118,880 | $20M | held | — | 27 q |
| NRPNatural Resource Partners L.P. | 7.62% | 154,866 | $15M | held | — | 2 q |
| LGIHLGI Homes, Inc. | 6.98% | 117,088 | $14M | added+8% | +1.78 pp | 4 q |
| SGUStar Group, L.P. Common Units Representing Limited Partner Interest | 6.53% | 1,105,928 | $13M | held | — | 31 q |
| CHTRCharter Comm Inc Del CL A New | 6.27% | 38,474 | $12M | held | — | 28 q |
| FNFFidelity National Financial, Inc. | — | −270,000 | — | exited | −7.14 pp | — |