| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HNRG | Exit | HALLADOR ENERGY COMPANY | $0 | – | -372,664 | -100.0% | -3.69% | – |
| FNF | Exit | FIDELITY NATIONAL FINANCIAL | $0 | – | -270,000 | -100.0% | -7.66% | – |
| SGU | Exit | STAR GROUP L Punit ltd partnr | $0 | – | -1,105,928 | -100.0% | -9.14% | – |
| GWRE | Exit | GUIDEWIRE SOFTWARE INC | $0 | – | -163,435 | -100.0% | -10.10% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | -35,574 | -100.0% | -10.74% | – |
| GIL | Exit | GILDAN ACTIVEWEAR INC | $0 | – | -615,399 | -100.0% | -11.84% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -138,880 | -100.0% | -12.57% | – |
| TDG | Exit | TRANSDIGM GROUP INC | $0 | – | -24,308 | -100.0% | -14.07% | – |
| IBKR | Exit | INTERACTIVE BROKERS GROUP IN | $0 | – | -339,647 | -100.0% | -20.19% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TRANSDIGM GROUP INC COM | 27 | Q3 2023 | 24.6% |
| INTERACTIVE BROKERS GROUP IN | 27 | Q3 2023 | 20.2% |
| STAR GROUP L P | 27 | Q3 2023 | 15.6% |
| HALLADOR ENERGY COMPANY | 27 | Q3 2023 | 3.7% |
| ALPHABET INC | 26 | Q3 2023 | 15.7% |
| CHARTER COMMUNICATIONS INC N | 24 | Q3 2023 | 23.8% |
| CARVANA CO | 15 | Q1 2022 | 20.3% |
| CARMAX INC | 13 | Q1 2020 | 13.1% |
| CARDLYTICS INC | 12 | Q2 2022 | 15.3% |
| GUIDEWIRE SOFTWARE INC | 12 | Q3 2023 | 11.4% |
View Oakcliff Capital Partners, LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
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.