Oakcliff Capital Partners as of March 31, 2017
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 10 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Interactive Brokers (IBKR) | 16.1 | $17M | 484k | 34.72 | |
| Star Gas Partners (SGU) | 14.6 | $15M | 1.7M | 9.20 | |
| Express Scripts Holding | 13.1 | $14M | 208k | 65.91 | |
| Axalta Coating Sys (AXTA) | 11.5 | $12M | 374k | 32.20 | |
| TransDigm Group Incorporated (TDG) | 10.5 | $11M | 50k | 220.16 | |
| CarMax (KMX) | 9.6 | $10M | 170k | 59.22 | |
| Baidu (BIDU) | 8.8 | $9.2M | 53k | 172.52 | |
| Alphabet Inc Class C cs (GOOG) | 7.9 | $8.3M | 10k | 829.60 | |
| Alliance Holdings GP | 5.9 | $6.2M | 225k | 27.43 | |
| Hallador Energy (HNRG) | 2.0 | $2.1M | 261k | 8.01 |
