Oakcliff Capital Partners as of June 30, 2018
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 10 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc New Cl A cl a (CHTR) | 16.5 | $22M | 75k | 293.21 | |
| CarMax (KMX) | 13.1 | $17M | 237k | 72.87 | |
| TransDigm Group Incorporated (TDG) | 12.8 | $17M | 49k | 345.13 | |
| Star Gas Partners (SGU) | 12.3 | $16M | 1.7M | 9.80 | |
| Interactive Brokers (IBKR) | 11.2 | $15M | 230k | 64.41 | |
| Alphabet Inc Class C cs (GOOG) | 10.4 | $14M | 12k | 1115.61 | |
| Baidu (BIDU) | 7.9 | $11M | 43k | 242.99 | |
| Alliance Data Systems Corporation (BFH) | 6.4 | $8.4M | 36k | 233.18 | |
| Appian Corp cl a (APPN) | 6.4 | $8.4M | 233k | 36.16 | |
| Hallador Energy (HNRG) | 3.0 | $4.0M | 557k | 7.14 |
