Oakcliff Capital Partners as of Dec. 31, 2022
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 8 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 24.3 | $33M | 52k | 629.66 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 18.3 | $25M | 340k | 72.35 | |
| Alphabet Cap Stk Cl C (GOOG) | 13.5 | $18M | 204k | 88.73 | |
| Star Group Unit Ltd Partnr (SGU) | 11.7 | $16M | 1.3M | 12.05 | |
| Charter Communications Inc N Cl A (CHTR) | 11.5 | $16M | 46k | 339.10 | |
| Guidewire Software (GWRE) | 9.3 | $13M | 199k | 62.56 | |
| Gildan Activewear Inc Com Cad (GIL) | 8.5 | $11M | 417k | 27.40 | |
| Hallador Energy (HNRG) | 2.8 | $3.7M | 373k | 9.99 |
