13F HOLDINGS REPORT
Oakcliff Capital Partners, LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001172661-23-002175
Total Value
$143.5M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 339,647 | $28.0M | 19.54% |
| 2 | TRANSDIGM GROUP INC | TDG | 37,198 | $27.4M | 19.10% |
| 3 | ALPHABET INC | GOOG | 216,310 | $22.5M | 15.67% |
| 4 | GILDAN ACTIVEWEAR INC | GIL | 560,399 | $18.6M | 12.96% |
| 5 | GUIDEWIRE SOFTWARE INC | GWRE | 199,435 | $16.4M | 11.40% |
| 6 | STAR GROUP L P | SGU | 1,115,167 | $14.5M | 10.08% |
| 7 | CHARTER COMMUNICATIONS INC N | 16119P108 | 35,574 | $12.7M | 8.86% |
| 8 | HALLADOR ENERGY COMPANY | HNRG | 372,664 | $3.4M | 2.39% |