13F HOLDINGS REPORT
Oakcliff Capital Partners, LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001172661-23-003065
Total Value
$150.1M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 32,398 | $29.0M | 19.30% |
| 2 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 339,647 | $28.2M | 18.79% |
| 3 | GILDAN ACTIVEWEAR INC | GIL | 615,399 | $19.8M | 13.22% |
| 4 | ALPHABET INC | GOOG | 160,600 | $19.4M | 12.94% |
| 5 | STAR GROUP L P | SGU | 1,105,928 | $15.1M | 10.06% |
| 6 | CHARTER COMMUNICATIONS INC N | 16119P108 | 35,574 | $13.1M | 8.71% |
| 7 | GUIDEWIRE SOFTWARE INC | GWRE | 165,435 | $12.6M | 8.38% |
| 8 | FIDELITY NATIONAL FINANCIAL | FNF | 270,000 | $9.7M | 6.47% |
| 9 | HALLADOR ENERGY COMPANY | HNRG | 372,664 | $3.2M | 2.13% |