Oakcliff Capital Partners, LP

CIK Number: 0001657335

189.77M
Market Value
9
# of Holdings
20 months
Avg. Holding Period
44.44%
Win Rate
30.41%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 IBKR Interactive Bro...
211.90
+2.46% 299.69K -0.98% 52.95M 46.73 27.07%
2 GIL Gildan Activewe...
47.83
+0.40% 611.69K -0.6% 28.78M 29.18 14.72%
3 TDG TransDigm Group...
1466.33
+1.51% 21.29K -0.61% 26.98M 261.96 13.80%
4 GOOG Alphabet Inc.
174.92
+3.01% 118.16K -0.6% 22.5M 60.15 11.51%
5 NRP Natural Resourc...
98.42
+0.99% 153.93K -0.6% 17.09M 98.5 8.74%
6 CHTR Charter Communi...
396.38
+1.31% 38.24K -0.61% 13.11M 359.7 6.70%
7 SGU Star Group, L.P...
11.95
-0.23% 1.1M -0.6% 12.69M 9.29 6.49%
8 GWRE Guidewire Softw...
255.57
-0.23% 65.68K -47.22% 11.07M 111.21 5.66%
9 LGIH LGI Homes, Inc.
48.94
-1.51% 116.38K -0.6% 10.4M 120.91 5.32%