Oakcliff Capital Partners, Lp Top Holdings and 13F Report (2024)

About Oakcliff Capital Partners, Lp

Oakcliff Capital Partners, Lp has $166.89 million in total holdings as of March 31, 2024.
Oakcliff Capital Partners, Lp owns shares of 10 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
Approximately 4.88% of the portfolio was purchased this quarter.
About 8.18% of the portfolio was sold this quarter.
This quarter, Oakcliff Capital Partners, Lp has purchased 10 new stocks and bought additional shares in 1 stock.
Oakcliff Capital Partners, Lp sold shares of 4 stocks and completely divested from 0 stocks this quarter.

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IBKR Interactive Brokers Group	$33,808,696	$4,133,270 ▼	-10.9%	302,647	20.3%	Finance
TDG TransDigm Group	$26,385,798	$3,551,934 ▼	-11.9%	21,424	15.8%	Aerospace
GIL Gildan Activewear	$22,849,765		0.0%	615,399	13.7%	Consumer Discretionary
GOOG Alphabet	$18,100,669	$3,045,200 ▼	-14.4%	118,880	10.8%	Computer and Technology
GWRE Guidewire Software	$14,522,809	$2,917,750 ▼	-16.7%	124,435	8.7%	Computer and Technology
FNF Fidelity National Financial	$14,337,000		0.0%	270,000	8.6%	Finance
LGIH LGI Homes	$12,636,618	$8,145,900 ▲	181.4%	108,590	7.6%	Finance
CHTR Charter Communications	$11,181,699		0.0%	38,474	6.7%	Consumer Discretionary
SGU Star Group	$11,081,399		0.0%	1,105,928	6.6%	Computer and Technology
HNRG Hallador Energy	$1,986,299		0.0%	372,664	1.2%	Oils/Energy