Oakcliff Capital Partners as of Sept. 30, 2019
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 11 positions in its portfolio as reported in the September 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) | 17.1 | $25M | 62k | 412.11 | |
| Interactive Brokers (IBKR) | 12.5 | $19M | 344k | 53.78 | |
| TransDigm Group Incorporated (TDG) | 12.1 | $18M | 34k | 520.67 | |
| Alphabet Inc Class C cs (GOOG) | 12.0 | $18M | 15k | 1218.97 | |
| Star Gas Partners (SGU) | 10.6 | $16M | 1.7M | 9.47 | |
| Carvana Co cl a (CVNA) | 10.5 | $16M | 236k | 66.00 | |
| Appian Corp cl a (APPN) | 7.0 | $10M | 217k | 47.50 | |
| Cardlytics (CDLX) | 6.4 | $9.4M | 281k | 33.52 | |
| CarMax (KMX) | 6.2 | $9.2M | 105k | 88.00 | |
| Cargurus (CARG) | 4.2 | $6.2M | 199k | 30.95 | |
| Hallador Energy (HNRG) | 1.4 | $2.0M | 557k | 3.62 |
