Oakcliff Capital Partners as of Sept. 30, 2017
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 11 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Interactive Brokers (IBKR) | 17.6 | $21M | 464k | 45.04 | |
| Star Gas Partners (SGU) | 15.0 | $18M | 1.6M | 11.35 | |
| Baidu (BIDU) | 11.1 | $13M | 53k | 247.69 | |
| CarMax (KMX) | 10.9 | $13M | 170k | 75.81 | |
| TransDigm Group Incorporated (TDG) | 10.6 | $13M | 49k | 255.63 | |
| Alphabet Inc Class C cs (GOOG) | 9.9 | $12M | 12k | 959.11 | |
| Axalta Coating Sys (AXTA) | 7.9 | $9.4M | 324k | 28.92 | |
| Express Scripts Holding | 7.5 | $8.9M | 141k | 63.32 | |
| Axon Enterprise (AXON) | 6.5 | $7.7M | 318k | 24.15 | |
| Alliance Holdings GP | 1.7 | $2.0M | 73k | 27.81 | |
| Hallador Energy (HNRG) | 1.3 | $1.5M | 261k | 5.72 |
