Oakcliff Capital Partners as of March 31, 2023
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 8 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Interactive Brokers Group In Com Cl A (IBKR) | 19.5 | $28M | 340k | 82.56 | |
TransDigm Group Incorporated (TDG) | 19.1 | $27M | 37k | 737.03 | |
Alphabet Cap Stk Cl C (GOOG) | 15.7 | $23M | 216k | 104.00 | |
Gildan Activewear Inc Com Cad (GIL) | 13.0 | $19M | 560k | 33.19 | |
Guidewire Software (GWRE) | 11.4 | $16M | 199k | 82.05 | |
Star Group Unit Ltd Partnr (SGU) | 10.1 | $15M | 1.1M | 12.97 | |
Charter Communications Inc N Cl A (CHTR) | 8.9 | $13M | 36k | 357.62 | |
Hallador Energy (HNRG) | 2.4 | $3.4M | 373k | 9.19 |