Oakcliff Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed+5.86
- trimmed+0.14
- trimmed−1.58
- trimmed+1.52
- trimmed+1.12
Positions
| IBKRInteractive Brokers Group, Inc. Class A | 27.07% | 299,685 | $53M | trimmed−1% | +5.86 pp | 32 q |
| GILGildan Activewear Inc. | 14.72% | 611,689 | $29M | trimmed−1% | +0.14 pp | 9 q |
| TDGTransDigm Group Incorporated | 13.80% | 21,293 | $27M | trimmed−1% | −1.58 pp | 32 q |
| GOOGAlphabet Inc. Class C | 11.51% | 118,161 | $23M | trimmed−1% | +1.52 pp | 28 q |
| NRPNatural Resource Partners L.P. | 8.74% | 153,930 | $17M | trimmed−1% | +1.12 pp | 3 q |
| CHTRCharter Comm Inc Del CL A New | 6.70% | 38,239 | $13M | trimmed−1% | +0.43 pp | 29 q |
| SGUStar Group, L.P. Common Units Representing Limited Partner Interest | 6.49% | 1,099,239 | $13M | trimmed−1% | −0.04 pp | 32 q |
| GWREGuidewire Software, Inc. | 5.66% | 65,683 | $11M | trimmed−47% | −5.79 pp | 17 q |
| LGIHLGI Homes, Inc. | 5.32% | 116,380 | $10M | trimmed−1% | −1.66 pp | 5 q |