Oakcliff Capital Partners as of June 30, 2024
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 10 positions in its portfolio as reported in the June 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) | 19.8 | $37M | 303k | 122.60 | |
| TransDigm Group Incorporated (TDG) | 14.6 | $27M | 21k | 1277.61 | |
| Gildan Activewear Inc Com Cad (GIL) | 12.5 | $23M | 615k | 37.92 | |
| Alphabet Cap Stk Cl C (GOOG) | 11.7 | $22M | 119k | 183.42 | |
| Guidewire Software (GWRE) | 9.2 | $17M | 124k | 137.89 | |
| Natural Resource Partners L Com Unit Ltd Par (NRP) | 7.4 | $14M | 155k | 89.64 | |
| Fidelity National Financial Fnf Group Com (FNF) | 7.1 | $13M | 270k | 49.42 | |
| Star Group Unit Ltd Partnr (SGU) | 6.3 | $12M | 1.1M | 10.64 | |
| Charter Communications Inc N Cl A (CHTR) | 6.2 | $12M | 39k | 298.96 | |
| Lgi Homes (LGIH) | 5.2 | $9.7M | 109k | 89.49 |
