Oakcliff Capital Partners as of Dec. 31, 2020
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 10 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 18.9 | $48M | 199k | 239.54 | |
| Charter Communications Inc N Cl A (CHTR) | 17.2 | $43M | 65k | 661.55 | |
| Cardlytics (CDLX) | 15.3 | $39M | 270k | 142.77 | |
| TransDigm Group Incorporated (TDG) | 13.7 | $35M | 56k | 618.86 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.2 | $23M | 13k | 1751.86 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 8.9 | $22M | 367k | 60.92 | |
| Star Group Unit Ltd Partnr (SGU) | 5.8 | $15M | 1.6M | 9.41 | |
| Alteryx Com Cl A | 5.8 | $15M | 119k | 121.79 | |
| Guidewire Software (GWRE) | 4.9 | $12M | 96k | 128.73 | |
| Hallador Energy (HNRG) | 0.3 | $775k | 527k | 1.47 |
