13F filing recap · Q3 2018

What did Oakcliff Capital buy in Q3 2018?

Reported stock-position changes between this filing and the previous one.

Stock value

$134.71M

Positions

Estimated turnover

23.8%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

CVNACarvana Co.$6.15Mreported value+104.0K shares

Increased positions

BFHBread Financial Holdings, Inc.$15.85Mreported value+30.9K shares+85.4%IBKRInteractive Brokers Group, Inc.$15.82Mreported value+56.5K shares+24.6%

Reduced positions

KMXCarmax, Inc.$11.65Mreported value-80.7K shares-34.1%BIDUBaidu, Inc.$663.0Kreported value-40.2K shares-93.3%