Oakcliff Capital Partners as of Sept. 30, 2018
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 11 positions in its portfolio as reported in the September 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) | 18.0 | $24M | 75k | 325.88 | |
| TransDigm Group Incorporated (TDG) | 13.6 | $18M | 49k | 372.30 | |
| Star Gas Partners (SGU) | 12.0 | $16M | 1.7M | 9.77 | |
| Alliance Data Systems Corporation (BFH) | 11.8 | $16M | 67k | 236.15 | |
| Interactive Brokers (IBKR) | 11.7 | $16M | 286k | 55.31 | |
| Alphabet Inc Class C cs (GOOG) | 10.9 | $15M | 12k | 1193.50 | |
| CarMax (KMX) | 8.7 | $12M | 156k | 74.67 | |
| Appian Corp cl a (APPN) | 5.7 | $7.7M | 233k | 33.10 | |
| Carvana Co cl a (CVNA) | 4.6 | $6.1M | 104k | 59.09 | |
| Hallador Energy (HNRG) | 2.6 | $3.5M | 557k | 6.22 | |
| Baidu (BIDU) | 0.5 | $663k | 2.9k | 228.62 |
