13F HOLDINGS REPORT
Oakcliff Capital Partners, LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001172661-23-003952
Total Value
$145.6M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 339,647 | $29.4M | 20.19% |
| 2 | TRANSDIGM GROUP INC | TDG | 24,308 | $20.5M | 14.07% |
| 3 | ALPHABET INC | GOOG | 138,880 | $18.3M | 12.57% |
| 4 | GILDAN ACTIVEWEAR INC | GIL | 615,399 | $17.2M | 11.84% |
| 5 | CHARTER COMMUNICATIONS INC N | 16119P108 | 35,574 | $15.6M | 10.74% |
| 6 | GUIDEWIRE SOFTWARE INC | GWRE | 163,435 | $14.7M | 10.10% |
| 7 | STAR GROUP L P | SGU | 1,105,928 | $13.3M | 9.14% |
| 8 | FIDELITY NATIONAL FINANCIAL | FNF | 270,000 | $11.2M | 7.66% |
| 9 | HALLADOR ENERGY COMPANY | HNRG | 372,664 | $5.4M | 3.69% |