Oakcliff Capital Partners as of June 30, 2021
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 10 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 23.0 | $53M | 74k | 721.44 | |
| TransDigm Group Incorporated (TDG) | 15.5 | $36M | 56k | 647.29 | |
| Cardlytics (CDLX) | 12.9 | $30M | 236k | 126.93 | |
| Carvana Cl A (CVNA) | 11.9 | $28M | 91k | 301.82 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.9 | $23M | 9.1k | 2506.29 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 7.4 | $17M | 262k | 65.73 | |
| Guidewire Software (GWRE) | 7.0 | $16M | 144k | 112.72 | |
| Star Group Unit Ltd Partnr (SGU) | 6.3 | $15M | 1.3M | 11.20 | |
| Alteryx Com Cl A | 5.5 | $13M | 148k | 86.02 | |
| Hallador Energy (HNRG) | 0.6 | $1.4M | 527k | 2.70 |
