Oakcliff Capital Partners as of March 31, 2022
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 10 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 18.8 | $36M | 56k | 651.53 | |
| Alphabet Cap Stk Cl C (GOOG) | 13.2 | $26M | 9.1k | 2792.99 | |
| Charter Communications Inc N Cl A (CHTR) | 13.0 | $25M | 46k | 545.52 | |
| Carvana Cl A (CVNA) | 11.2 | $22M | 181k | 119.29 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 10.2 | $20M | 300k | 65.91 | |
| Guidewire Software (GWRE) | 9.1 | $18M | 186k | 94.62 | |
| Cardlytics (CDLX) | 8.7 | $17M | 305k | 54.98 | |
| Star Group Unit Ltd Partnr (SGU) | 7.5 | $15M | 1.3M | 11.10 | |
| Alteryx Com Cl A | 7.2 | $14M | 195k | 71.53 | |
| Hallador Energy (HNRG) | 1.0 | $1.8M | 527k | 3.50 |
