Oakcliff Capital Partners as of June 30, 2020
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 10 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 18.7 | $35M | 69k | 510.04 | |
| Carvana Cl A (CVNA) | 16.6 | $31M | 260k | 120.20 | |
| TransDigm Group Incorporated (TDG) | 13.8 | $26M | 59k | 442.05 | |
| Cardlytics (CDLX) | 12.4 | $23M | 333k | 69.98 | |
| Alphabet Cap Stk Cl C (GOOG) | 12.1 | $23M | 16k | 1413.62 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 8.6 | $16M | 388k | 41.77 | |
| Star Group Unit Ltd Partnr (SGU) | 7.7 | $15M | 1.7M | 8.77 | |
| Appian Corp Cl A (APPN) | 5.9 | $11M | 217k | 51.25 | |
| Cargurus Com Cl A (CARG) | 3.8 | $7.2M | 284k | 25.35 | |
| Hallador Energy (HNRG) | 0.2 | $365k | 557k | 0.66 |
