Oakcliff Capital Partners as of Dec. 31, 2018
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 10 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Interactive Brokers (IBKR) | 15.5 | $19M | 344k | 54.65 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 14.4 | $18M | 62k | 284.98 | |
| TransDigm Group Incorporated (TDG) | 13.7 | $17M | 49k | 340.06 | |
| Star Gas Partners (SGU) | 12.7 | $16M | 1.7M | 9.34 | |
| Alphabet Inc Class C cs (GOOG) | 10.5 | $13M | 12k | 1035.61 | |
| Alliance Data Systems Corporation (BFH) | 10.2 | $12M | 83k | 150.08 | |
| CarMax (KMX) | 8.1 | $9.8M | 156k | 62.73 | |
| Carvana Co cl a (CVNA) | 6.4 | $7.8M | 239k | 32.71 | |
| Appian Corp cl a (APPN) | 6.2 | $7.6M | 283k | 26.71 | |
| Hallador Energy (HNRG) | 2.3 | $2.8M | 557k | 5.07 |
