Oakcliff Capital Partners as of June 30, 2022
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 10 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 22.0 | $30M | 56k | 536.66 | |
| Alphabet Cap Stk Cl C (GOOG) | 15.6 | $21M | 9.7k | 2187.48 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 14.7 | $20M | 361k | 55.01 | |
| Charter Communications Inc N Cl A (CHTR) | 12.5 | $17M | 36k | 468.54 | |
| Guidewire Software (GWRE) | 10.4 | $14M | 199k | 70.99 | |
| Star Group Unit Ltd Partnr (SGU) | 8.8 | $12M | 1.3M | 9.17 | |
| Cardlytics (CDLX) | 5.6 | $7.6M | 340k | 22.31 | |
| Lgi Homes (LGIH) | 4.8 | $6.5M | 75k | 86.91 | |
| Alteryx Com Cl A | 3.5 | $4.7M | 98k | 48.42 | |
| Hallador Energy (HNRG) | 2.1 | $2.9M | 527k | 5.41 |
