Oakcliff Capital Partners as of Sept. 30, 2020
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 11 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 20.3 | $47M | 210k | 223.06 | |
| Charter Communications Inc N Cl A (CHTR) | 18.7 | $43M | 69k | 624.34 | |
| TransDigm Group Incorporated (TDG) | 12.1 | $28M | 59k | 475.12 | |
| Alphabet Cap Stk Cl C (GOOG) | 10.3 | $24M | 16k | 1469.60 | |
| Cardlytics (CDLX) | 10.2 | $24M | 333k | 70.57 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 8.1 | $19M | 388k | 48.33 | |
| Star Group Unit Ltd Partnr (SGU) | 7.0 | $16M | 1.7M | 9.75 | |
| Appian Corp Cl A (APPN) | 6.1 | $14M | 217k | 64.75 | |
| Alteryx Com Cl A | 4.4 | $10M | 90k | 113.56 | |
| Cargurus Com Cl A (CARG) | 2.7 | $6.1M | 284k | 21.63 | |
| Hallador Energy (HNRG) | 0.2 | $363k | 557k | 0.65 |
