13F HOLDINGS REPORT
Oakcliff Capital Partners, LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001172661-24-002372
Total Value
$166.9M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 302,647 | $33.8M | 20.26% |
| 2 | TRANSDIGM GROUP INC | TDG | 21,424 | $26.4M | 15.81% |
| 3 | GILDAN ACTIVEWEAR INC | GIL | 615,399 | $22.8M | 13.69% |
| 4 | ALPHABET INC | GOOG | 118,880 | $18.1M | 10.85% |
| 5 | GUIDEWIRE SOFTWARE INC | GWRE | 124,435 | $14.5M | 8.70% |
| 6 | FIDELITY NATIONAL FINANCIAL | FNF | 270,000 | $14.3M | 8.59% |
| 7 | LGI HOMES INC | LGIH | 108,590 | $12.6M | 7.57% |
| 8 | CHARTER COMMUNICATIONS INC N | 16119P108 | 38,474 | $11.2M | 6.70% |
| 9 | STAR GROUP L P | SGU | 1,105,928 | $11.1M | 6.64% |
| 10 | HALLADOR ENERGY COMPANY | HNRG | 372,664 | $2.0M | 1.19% |