← All Tracked Holdings
Oakcliff Capital Partners, LP
Current Holdings
| Company ▲ ▼ | Asset / Class ▲ ▼ | Holding history | Current Weight ▲ ▼ | Previous Weight ▲ ▼ | Δ % ▲ ▼ |
|---|---|---|---|---|---|
| INTERACTIVE BROKERS GROUP IN | Common | 33.4195% | 30.5037% | +2.92% | |
| ALPHABET INC | Common | 15.5520% | 14.9561% | +0.60% | |
| GILDAN ACTIVEWEAR INC | Common | 13.1029% | 16.7389% | -3.64% | |
| TRANSDIGM GROUP INC | Common | 11.9929% | 12.3600% | -0.37% | |
| GUIDEWIRE SOFTWARE INC | Common | 7.2735% | 9.5149% | -2.24% | |
| MOODY'S CORP | Common | 5.7363% | 0.0000% | +5.74% | |
| STAR GROUP L P | Common | 5.2576% | 5.9561% | -0.70% | |
| LENNAR CORP-A | Common | 3.9775% | 4.5214% | -0.54% | |
| NATURAL RESOURCE PARTNERS LP | MLP | 3.6876% | 5.4488% | -1.76% |
Historical Holdings
| Company ▲ ▼ | Asset / Class ▲ ▼ | Holding history | Held until ▲ ▼ |
|---|---|---|---|
| CHARTER COMMUNICATIONS INC N | Common | Q1 2025 | |
| LGI HOMES INC | Common | Q1 2025 | |
| FIDELITY NATIONAL FINANCIAL | Common | Q2 2024 | |
| HALLADOR ENERGY COMPANY | Common | Q1 2024 | |
| ALTERYX INC | Common | Q3 2022 | |
| CARDLYTICS INC | Common | Q2 2022 | |
| CARVANA CO | Common | Q1 2022 | |
| GOODRX HLDGS INC | Common | Q4 2021 | |
| APPIAN CORP | Common | Q3 2020 | |
| CARGURUS INC | Common | Q3 2020 | |
| CARMAX INC | Common | Q1 2020 | |
| ALLIANCE DATA SYSTEMS CORP | Common | Q2 2019 | |
| BAIDU INC | ADR | Q3 2018 | |
| INTERACTIVE BROKERS GROUP IN | Common | Q3 2018 | |
| ALLIANCE HOLDINGS GP LP | Common | Q1 2018 | |
| ALPHABET INC | Common | Q4 2017 | |
| AXALTA COATING SYS LTD | Common | Q3 2017 | |
| AXON ENTERPRISE INC | Common | Q3 2017 | |
| EXPRESS SCRIPTS HLDG CO | Common | Q3 2017 |