Oakcliff Capital Partners as of June 30, 2017
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 11 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Interactive Brokers (IBKR) | 16.8 | $18M | 484k | 37.42 | |
| Express Scripts Holding | 13.3 | $14M | 226k | 63.84 | |
| TransDigm Group Incorporated (TDG) | 12.4 | $13M | 50k | 268.87 | |
| Star Gas Partners (SGU) | 11.4 | $12M | 1.7M | 7.45 | |
| CarMax (KMX) | 9.9 | $11M | 170k | 63.06 | |
| Axalta Coating Sys (AXTA) | 9.6 | $10M | 324k | 32.04 | |
| Baidu (BIDU) | 8.8 | $9.5M | 53k | 178.85 | |
| Alphabet Inc Class C cs (GOOG) | 8.4 | $9.1M | 10k | 908.70 | |
| Axon Enterprise (AXON) | 4.8 | $5.2M | 208k | 25.14 | |
| Alliance Holdings GP | 2.7 | $2.9M | 124k | 23.70 | |
| Hallador Energy (HNRG) | 1.9 | $2.0M | 261k | 7.77 |
