Oakcliff Capital Partners as of Dec. 31, 2021
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 11 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 19.0 | $42M | 64k | 651.97 | |
| TransDigm Group Incorporated (TDG) | 16.2 | $35M | 56k | 636.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 12.1 | $26M | 9.1k | 2893.60 | |
| Carvana Cl A (CVNA) | 9.7 | $21M | 91k | 231.79 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 9.5 | $21M | 262k | 79.42 | |
| Cardlytics (CDLX) | 9.2 | $20M | 305k | 66.09 | |
| Guidewire Software (GWRE) | 7.5 | $16M | 144k | 113.53 | |
| Star Group Unit Ltd Partnr (SGU) | 6.4 | $14M | 1.3M | 10.77 | |
| Alteryx Com Cl A | 5.4 | $12M | 195k | 60.50 | |
| Goodrx Hldgs Com Cl A (GDRX) | 4.4 | $9.7M | 296k | 32.68 | |
| Hallador Energy (HNRG) | 0.6 | $1.3M | 527k | 2.46 |
