Oakcliff Capital Partners as of Sept. 30, 2022
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 9 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 24.6 | $29M | 56k | 524.81 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 19.4 | $23M | 361k | 63.91 | |
| Alphabet Cap Stk Cl C (GOOG) | 15.6 | $19M | 193k | 96.15 | |
| Guidewire Software (GWRE) | 10.3 | $12M | 199k | 61.58 | |
| Charter Communications Inc N Cl A (CHTR) | 9.7 | $12M | 38k | 303.35 | |
| Star Group Unit Ltd Partnr (SGU) | 8.9 | $11M | 1.3M | 8.13 | |
| Lgi Homes (LGIH) | 5.1 | $6.1M | 75k | 81.37 | |
| Alteryx Com Cl A | 4.6 | $5.5M | 98k | 55.84 | |
| Hallador Energy (HNRG) | 1.8 | $2.1M | 373k | 5.62 |
