Oakcliff Capital Partners as of March 31, 2024
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 10 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Interactive Brokers Group In Com Cl A (IBKR) | 20.3 | $34M | 303k | 111.71 | |
| TransDigm Group Incorporated (TDG) | 15.8 | $26M | 21k | 1231.60 | |
| Gildan Activewear Inc Com Cad (GIL) | 13.7 | $23M | 615k | 37.13 | |
| Alphabet Cap Stk Cl C (GOOG) | 10.8 | $18M | 119k | 152.26 | |
| Guidewire Software (GWRE) | 8.7 | $15M | 124k | 116.71 | |
| Fidelity National Financial Fnf Group Com (FNF) | 8.6 | $14M | 270k | 53.10 | |
| Lgi Homes (LGIH) | 7.6 | $13M | 109k | 116.37 | |
| Charter Communications Inc N Cl A (CHTR) | 6.7 | $11M | 39k | 290.63 | |
| Star Group Unit Ltd Partnr (SGU) | 6.6 | $11M | 1.1M | 10.02 | |
| Hallador Energy (HNRG) | 1.2 | $2.0M | 373k | 5.33 |
