Oakcliff Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| IBKRInteractive Brokers Group, Inc. Class A | 33.42% | 1,030,740 | $90M | held | — | 38+ q |
| GOOGAlphabet Inc. Class C | 15.55% | 118,161 | $42M | held | — | 34 q |
| GILGildan Activewear Inc. | 13.10% | 681,689 | $35M | held | — | 15 q |
| TDGTransDigm Group Incorporated | 11.99% | 24,170 | $32M | held | — | 38+ q |
| GWREGuidewire Software, Inc. | 7.27% | 158,683 | $20M | added+10% | −2.24 pp | 23 q |
| MCOMoody's Corporation | 5.74% | 34,000 | $15M | new | +5.74 pp | new |
| SGUStar Group, L.P. Common Units Representing Limited Partner Interest | 5.26% | 1,099,239 | $14M | held | — | 38+ q |
| LENLennar Corporation Class A | 3.98% | 118,000 | $11M | held | — | 6 q |
| NRPNatural Resource Partners L.P. | 3.69% | 102,057 | $10M | held | — | 9 q |
