13F filing recap · Q4 2018

What did Oakcliff Capital buy in Q4 2018?

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

Stock value

$121.61M

Positions

Estimated turnover

12.2%

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.

Increased positions

IBKRInteractive Brokers Group, Inc.$18.80Mreported value+58.0K shares+20.3%BFHBread Financial Holdings, Inc.$12.40Mreported value+15.6K shares+23.2%CVNACarvana Co.$7.82Mreported value+135.0K shares+129.8%APPNAppian Corporation$7.57Mreported value+50.0K shares+21.4%

Reduced positions

CHTRCharter Communications, Inc.$17.53Mreported value-13.0K shares-17.4%

Exited positions

BIDUBaidu, Inc.$663.0Kprior reported value-2.9K shares-100.0%