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| Name: |
Oakcliff Capital Partners LP |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10022 |
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data |
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| Holdings
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10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IBKR |
Interactive Brokers Group Inc |
1 |
- |
$113.50 |
$28,157,000 |
339,647 |
17.72% |
-1,243,000 |
0 |
0.33 |
Investment Brokerage ... |
|
|
TDG |
Transdigm Group Inc |
2 |
- |
$1,258.72 |
$24,590,000 |
24,308 |
15.48% |
4,095,000 |
0 |
0.044 |
Aerospace/Defense Pro... |
|
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GIL |
Gildan Activewear Inc (USA) |
3 |
- |
$35.43 |
$20,345,000 |
615,399 |
12.81% |
3,108,000 |
0 |
0.31 |
Textile - Apparel Clo... |
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GOOG |
Alphabet Inc |
4 |
- |
$167.90 |
$19,572,000 |
138,880 |
12.32% |
1,261,000 |
0 |
0.002 |
Search Engines & Info... |
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GWRE |
Guidewire Software, Inc. |
5 |
- |
$112.83 |
$16,294,000 |
149,435 |
10.26% |
1,585,000 |
-14,000 |
0.178 |
Business Software & S... |
|
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CHTR |
Charter Communications Inc |
6 |
- |
$259.76 |
$14,954,000 |
38,474 |
9.41% |
-692,000 |
2,900 |
0.019 |
CATV Systems |
|
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FNF |
Fidelity National Financial... |
7 |
- |
$50.56 |
$13,775,000 |
270,000 |
8.67% |
2,624,000 |
0 |
0.092 |
Surety & Title Insurance |
|
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SGU |
Star Gas Partners Lp |
8 |
- |
$11.43 |
$12,751,000 |
1,105,928 |
8.03% |
-553,000 |
0 |
2.447 |
Specialty Retail, Other |
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LGIH |
Lgi Homes, Inc. |
9 |
New |
$96.04 |
$5,139,000 |
38,590 |
3.23% |
5,139,000 |
38,590 |
0.154 |
Real Estate Development |
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HNRG |
Hallador Petroleum Co |
10 |
- |
$5.21 |
$3,294,000 |
372,664 |
2.07% |
-2,080,000 |
0 |
1.25 |
Independent Oil & Gas |
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