24 is the total number of securities Oakcliff Capital Partners, LP has owned. The longest Oakcliff Capital Partners, LP has owned a single stock is 27 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| TDG | TRANSDIGM GROUP INC COM | 27 | 27 | 10.48% | 15.00% | 24.58% | Q1 2017 | Q3 2023 | 27 |
| IBKR | INTERACTIVE BROKERS GR... | 27 | 27 | 7.23% | 13.38% | 20.19% | Q1 2017 | Q3 2023 | 27 |
| SGU | STAR GROUP L P | 27 | 27 | 5.85% | 10.10% | 15.60% | Q1 2017 | Q3 2023 | 27 |
| HNRG | HALLADOR ENERGY COMPANY | 27 | 27 | 0.16% | 1.58% | 3.69% | Q1 2017 | Q3 2023 | 27 |
| GOOG | ALPHABET INC | 23 | 3 | 7.94% | 11.55% | 15.67% | Q1 2017 | Q3 2023 | 26 |
| CHTR | CHARTER COMMUNICATIONS... | 24 | 24 | 8.70% | 15.83% | 23.80% | Q4 2017 | Q3 2023 | 24 |
| CVNA | CARVANA CO | 15 | 15 | 4.56% | 11.95% | 20.31% | Q3 2018 | Q1 2022 | 15 |
| KMX | CARMAX INC | 13 | 13 | 2.91% | 8.72% | 13.06% | Q1 2017 | Q1 2020 | 13 |
| CDLX | CARDLYTICS INC | 12 | 12 | 5.59% | 10.14% | 15.30% | Q3 2019 | Q2 2022 | 12 |
| GWRE | GUIDEWIRE SOFTWARE INC | 12 | 12 | 4.91% | 8.59% | 11.40% | Q4 2020 | Q3 2023 | 12 |
| APPN | APPIAN CORP | 10 | 10 | 4.95% | 6.30% | 7.53% | Q2 2018 | Q3 2020 | 10 |
| AYX | ALTERYX INC | 9 | 9 | 3.49% | 5.40% | 7.24% | Q3 2020 | Q3 2022 | 9 |
| ADS | ALLIANCE DATA SYSTEMS ... | 7 | 7 | 3.20% | 9.20% | 11.76% | Q4 2017 | Q2 2019 | 7 |
| BIDU | BAIDU INC | 7 | 7 | 0.49% | 7.69% | 11.12% | Q1 2017 | Q3 2018 | 7 |
| CARG | CARGURUS INC | 5 | 5 | 2.64% | 3.49% | 4.18% | Q3 2019 | Q3 2020 | 5 |
| AHGP | ALLIANCE HOLDINGS GP LP | 5 | 5 | 1.04% | 2.62% | 5.90% | Q1 2017 | Q1 2018 | 5 |
| GIL | GILDAN ACTIVEWEAR INC | 4 | 4 | 8.52% | 11.63% | 13.22% | Q4 2022 | Q3 2023 | 4 |
| ESRX | EXPRESS SCRIPTS HLDG CO | 3 | 3 | 7.52% | 11.31% | 13.32% | Q1 2017 | Q3 2017 | 3 |
| AXTA | AXALTA COATING SYS LTD | 3 | 3 | 7.90% | 9.68% | 11.52% | Q1 2017 | Q3 2017 | 3 |
| FNF | FIDELITY NATIONAL FINA... | 2 | 2 | 6.48% | 7.07% | 7.66% | Q2 2023 | Q3 2023 | 2 |
| AXON | AXON ENTERPRISE INC | 2 | 2 | 4.84% | 5.66% | 6.48% | Q2 2017 | Q3 2017 | 2 |
| LGIH | LGI HOMES INC | 2 | 2 | 4.81% | 4.97% | 5.13% | Q2 2022 | Q3 2022 | 2 |
| GOOGL | ALPHABET INC | 1 | 1 | 11.29% | 11.29% | 11.29% | Q4 2017 | Q4 2017 | 1 |
| GDRX | GOODRX HLDGS INC | 1 | 1 | 4.42% | 4.42% | 4.42% | Q4 2021 | Q4 2021 | 1 |
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The securities at the top of the list , including TRANSDIGM GROUP INC COM, INTERACTIVE BROKERS GROUP IN, and STAR GROUP L P, are the highest-conviction holdings of Oakcliff Capital Partners, LP.
The conviction is calculated by counting the number of quarters a security has been reported by Oakcliff Capital Partners, LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Oakcliff Capital Partners, LP owns currently or has owned in the past.