$193 Million is the total value of Oakcliff Capital Partners, LP's 10 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2022 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
TRANSDIGM GROUP INC COM | 30 | Q2 2024 | 24.6% |
INTERACTIVE BROKERS GROUP IN | 30 | Q2 2024 | 20.3% |
STAR GROUP L P | 30 | Q2 2024 | 15.6% |
ALPHABET INC | 29 | Q2 2024 | 15.7% |
HALLADOR ENERGY COMPANY | 29 | Q1 2024 | 3.7% |
CHARTER COMMUNICATIONS INC N | 27 | Q2 2024 | 23.8% |
CARVANA CO | 15 | Q1 2022 | 20.3% |
GUIDEWIRE SOFTWARE INC | 15 | Q2 2024 | 11.4% |
CARMAX INC | 13 | Q1 2020 | 13.1% |
CARDLYTICS INC | 12 | Q2 2022 | 15.3% |
View Oakcliff Capital Partners, LP's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-29 |
13F-HR | 2024-08-14 |
13F-HR | 2024-05-15 |
13F-HR | 2024-02-14 |
D/A | 2023-12-08 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
D/A | 2022-12-08 |
View Oakcliff Capital Partners, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.