Oakcliff Capital Partners as of March 31, 2020
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 11 positions in its portfolio as reported in the March 2020 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) | 21.1 | $30M | 69k | 436.31 | |
| TransDigm Group Incorporated (TDG) | 13.2 | $19M | 59k | 320.20 | |
| Alphabet Inc Class C cs (GOOG) | 13.1 | $19M | 16k | 1162.79 | |
| Carvana Co cl a (CVNA) | 11.8 | $17M | 306k | 55.09 | |
| Interactive Brokers (IBKR) | 11.7 | $17M | 388k | 43.17 | |
| Star Gas Partners (SGU) | 8.9 | $13M | 1.7M | 7.70 | |
| Cardlytics (CDLX) | 8.1 | $12M | 333k | 34.96 | |
| Appian Corp cl a (APPN) | 6.1 | $8.7M | 217k | 40.23 | |
| CarMax (KMX) | 2.9 | $4.2M | 77k | 53.83 | |
| Cargurus (CARG) | 2.6 | $3.8M | 199k | 18.94 | |
| Hallador Energy (HNRG) | 0.4 | $528k | 557k | 0.95 |
