13F HOLDINGS REPORT
Oakcliff Capital Partners, LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001172661-23-000989
Total Value
$134.1M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 51,698 | $32.6M | 24.28% |
| 2 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 339,647 | $24.6M | 18.33% |
| 3 | ALPHABET INC | GOOG | 204,300 | $18.1M | 13.52% |
| 4 | STAR GROUP L P | SGU | 1,305,167 | $15.7M | 11.73% |
| 5 | CHARTER COMMUNICATIONS INC N | 16119P108 | 45,574 | $15.5M | 11.53% |
| 6 | GUIDEWIRE SOFTWARE INC | GWRE | 199,435 | $12.5M | 9.31% |
| 7 | GILDAN ACTIVEWEAR INC | GIL | 417,000 | $11.4M | 8.52% |
| 8 | HALLADOR ENERGY COMPANY | HNRG | 372,664 | $3.7M | 2.78% |