Oakcliff Capital Partners as of June 30, 2023
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 9 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 19.3 | $29M | 32k | 894.16 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 18.8 | $28M | 340k | 83.07 | |
| Gildan Activewear Inc Com Cad (GIL) | 13.2 | $20M | 615k | 32.24 | |
| Alphabet Cap Stk Cl C (GOOG) | 12.9 | $19M | 161k | 120.97 | |
| Star Group Unit Ltd Partnr (SGU) | 10.1 | $15M | 1.1M | 13.66 | |
| Charter Communications Inc N Cl A (CHTR) | 8.7 | $13M | 36k | 367.38 | |
| Guidewire Software (GWRE) | 8.4 | $13M | 165k | 76.08 | |
| Fidelity National Financial Fnf Group Com (FNF) | 6.5 | $9.7M | 270k | 36.00 | |
| Hallador Energy (HNRG) | 2.1 | $3.2M | 373k | 8.57 |
