Oakcliff Capital Partners as of Sept. 30, 2021
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 10 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 23.8 | $54M | 74k | 727.56 | |
| TransDigm Group Incorporated (TDG) | 15.4 | $35M | 56k | 624.56 | |
| Carvana Cl A (CVNA) | 12.2 | $28M | 91k | 301.54 | |
| Alphabet Cap Stk Cl C (GOOG) | 10.8 | $24M | 9.1k | 2665.35 | |
| Cardlytics (CDLX) | 10.1 | $23M | 271k | 83.94 | |
| Guidewire Software (GWRE) | 7.6 | $17M | 144k | 118.87 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 7.2 | $16M | 262k | 62.34 | |
| Alteryx Com Cl A | 6.3 | $14M | 195k | 73.10 | |
| Star Group Unit Ltd Partnr (SGU) | 5.9 | $13M | 1.3M | 10.19 | |
| Hallador Energy (HNRG) | 0.7 | $1.6M | 527k | 2.96 |
