Oakcliff Capital Partners as of Sept. 30, 2023
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 9 positions in its portfolio as reported in the September 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) | 20.2 | $29M | 340k | 86.56 | |
| TransDigm Group Incorporated (TDG) | 14.1 | $21M | 24k | 843.13 | |
| Alphabet Cap Stk Cl C (GOOG) | 12.6 | $18M | 139k | 131.85 | |
| Gildan Activewear Inc Com Cad (GIL) | 11.8 | $17M | 615k | 28.01 | |
| Charter Communications Inc N Cl A (CHTR) | 10.7 | $16M | 36k | 439.82 | |
| Guidewire Software (GWRE) | 10.1 | $15M | 163k | 90.00 | |
| Star Group Unit Ltd Partnr (SGU) | 9.1 | $13M | 1.1M | 12.03 | |
| Fidelity National Financial Fnf Group Com (FNF) | 7.7 | $11M | 270k | 41.30 | |
| Hallador Energy (HNRG) | 3.7 | $5.4M | 373k | 14.42 |
