Oakcliff Capital Partners as of Dec. 31, 2019
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 11 positions in its portfolio as reported in the December 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) | 17.8 | $30M | 62k | 485.07 | |
| Carvana Co cl a (CVNA) | 12.9 | $22M | 236k | 92.05 | |
| Alphabet Inc Class C cs (GOOG) | 11.7 | $20M | 15k | 1336.99 | |
| TransDigm Group Incorporated (TDG) | 11.4 | $19M | 34k | 560.00 | |
| Interactive Brokers (IBKR) | 10.7 | $18M | 384k | 46.62 | |
| Cardlytics (CDLX) | 10.5 | $18M | 281k | 62.86 | |
| Star Gas Partners (SGU) | 9.3 | $16M | 1.7M | 9.46 | |
| CarMax (KMX) | 5.5 | $9.2M | 105k | 87.67 | |
| Appian Corp cl a (APPN) | 5.0 | $8.3M | 217k | 38.21 | |
| Cargurus (CARG) | 4.2 | $7.0M | 199k | 35.18 | |
| Hallador Energy (HNRG) | 1.0 | $1.7M | 557k | 2.97 |
