Oakcliff Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−4.59
- held
- held
- held
- held
Positions
| IBKRInteractive Brokers Group, Inc. Class A | 22.48% | 257,685 | $43M | trimmed−14% | −4.59 pp | 33 q |
| TDGTransDigm Group Incorporated | 15.52% | 21,293 | $29M | held | — | 33 q |
| GILGildan Activewear Inc. | 14.25% | 611,689 | $27M | held | — | 10 q |
| GOOGAlphabet Inc. Class C | 9.73% | 118,161 | $18M | held | — | 29 q |
| NRPNatural Resource Partners L.P. | 8.43% | 153,930 | $16M | held | — | 4 q |
| SGUStar Group, L.P. Common Units Representing Limited Partner Interest | 7.63% | 1,099,239 | $14M | held | — | 33 q |
| CHTRCharter Comm Inc Del CL A New | 7.43% | 38,239 | $14M | held | — | 30 q |
| GWREGuidewire Software, Inc. | 6.48% | 65,683 | $12M | held | — | 18 q |
| LENLennar Corporation Class A | 6.29% | 104,000 | $12M | new | +6.29 pp | new |
| LGIHLGI Homes, Inc. | 1.75% | 49,996 | $3M | trimmed−57% | −3.57 pp | 6 q |