Oakcliff Capital Partners as of March 31, 2019
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 10 positions in its portfolio as reported in the March 2019 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) | 15.5 | $21M | 62k | 346.91 | |
| TransDigm Group Incorporated (TDG) | 13.2 | $18M | 40k | 454.00 | |
| Interactive Brokers (IBKR) | 13.0 | $18M | 344k | 51.88 | |
| Star Gas Partners (SGU) | 11.5 | $16M | 1.7M | 9.60 | |
| Alliance Data Systems Corporation (BFH) | 10.5 | $15M | 83k | 174.98 | |
| Alphabet Inc Class C cs (GOOG) | 10.5 | $14M | 12k | 1173.33 | |
| Carvana Co cl a (CVNA) | 9.9 | $14M | 236k | 58.06 | |
| Appian Corp cl a (APPN) | 7.1 | $9.8M | 283k | 34.43 | |
| CarMax (KMX) | 6.7 | $9.2M | 132k | 69.80 | |
| Hallador Energy (HNRG) | 2.1 | $2.9M | 557k | 5.26 |
