Oakcliff Capital Partners as of Sept. 30, 2024
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 9 positions in its portfolio as reported in the September 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) | 21.2 | $42M | 303k | 139.36 | |
| TransDigm Group Incorporated (TDG) | 15.4 | $31M | 21k | 1427.13 | |
| Gildan Activewear Inc Com Cad (GIL) | 14.6 | $29M | 615k | 47.11 | |
| Guidewire Software (GWRE) | 11.4 | $23M | 124k | 182.94 | |
| Alphabet Cap Stk Cl C (GOOG) | 10.0 | $20M | 119k | 167.19 | |
| Natural Resource Partners L Com Unit Ltd Par (NRP) | 7.6 | $15M | 155k | 97.80 | |
| Lgi Homes (LGIH) | 7.0 | $14M | 117k | 118.52 | |
| Star Group Unit Ltd Partnr (SGU) | 6.5 | $13M | 1.1M | 11.74 | |
| Charter Communications Inc N Cl A (CHTR) | 6.3 | $13M | 39k | 324.08 |
