Oakcliff Capital Partners as of Dec. 31, 2024
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 9 positions in its portfolio as reported in the December 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) | 27.1 | $53M | 300k | 176.67 | |
| Gildan Activewear Inc Com Cad (GIL) | 14.7 | $29M | 612k | 47.05 | |
| TransDigm Group Incorporated (TDG) | 13.8 | $27M | 21k | 1267.28 | |
| Alphabet Cap Stk Cl C (GOOG) | 11.5 | $23M | 118k | 190.44 | |
| Natural Resource Partners L Com Unit Ltd Par (NRP) | 8.7 | $17M | 154k | 111.00 | |
| Charter Communications Inc N Cl A (CHTR) | 6.7 | $13M | 38k | 342.77 | |
| Star Group Unit Ltd Partnr (SGU) | 6.5 | $13M | 1.1M | 11.54 | |
| Guidewire Software (GWRE) | 5.7 | $11M | 66k | 168.58 | |
| Lgi Homes (LGIH) | 5.3 | $10M | 116k | 89.40 |
