Oakcliff Capital Partners as of March 31, 2021
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 10 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 21.6 | $46M | 74k | 617.02 | |
| TransDigm Group Incorporated (TDG) | 15.5 | $33M | 56k | 587.92 | |
| Cardlytics (CDLX) | 12.3 | $26M | 236k | 109.70 | |
| Carvana Cl A (CVNA) | 11.4 | $24M | 91k | 262.40 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 9.1 | $19M | 262k | 73.04 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.0 | $19M | 9.1k | 2068.64 | |
| Star Group Unit Ltd Partnr (SGU) | 7.9 | $17M | 1.6M | 10.59 | |
| Guidewire Software (GWRE) | 7.0 | $15M | 144k | 101.63 | |
| Alteryx Com Cl A | 5.8 | $12M | 148k | 82.95 | |
| Hallador Energy (HNRG) | 0.5 | $986k | 527k | 1.87 |
