Oakcliff Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| IBKRInteractive Brokers Group, Inc. Class A | 28.54% | 1,030,740 | $57M | held | — | 34 q |
| GILGildan Activewear Inc. | 16.77% | 681,689 | $34M | added+11% | +2.52 pp | 11 q |
| TDGTransDigm Group Incorporated | 16.18% | 21,293 | $32M | held | — | 34 q |
| GOOGAlphabet Inc. Class C | 10.48% | 118,161 | $21M | held | — | 30 q |
| GWREGuidewire Software, Inc. | 7.73% | 65,683 | $15M | held | — | 19 q |
| NRPNatural Resource Partners L.P. | 7.35% | 153,930 | $15M | held | — | 5 q |
| LENLennar Corporation Class A | 6.52% | 118,000 | $13M | added+13% | +0.23 pp | 2 q |
| SGUStar Group, L.P. Common Units Representing Limited Partner Interest | 6.43% | 1,099,239 | $13M | held | — | 34 q |
| CHTRCharter Comm Inc Del CL A New | — | −38,239 | — | exited | −7.43 pp | — |
| LGIHLGI Homes, Inc. | — | −49,996 | — | exited | −1.75 pp | — |
