13F filing recap · Q1 2020
What did Oakcliff Capital buy in Q1 2020?
Reported stock-position changes between this filing and the previous one.
Stock value
$142.96M
Positions
11
Estimated turnover
13.1%
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
CHTRCharter Communications, Inc.$30.15Mreported value+7.6K shares+12.4%TDGTransdigm Group Incorporated$18.85Mreported value+24.6K shares+71.8%GOOGAlphabet Inc.$18.78Mreported value+1.6K shares+10.6%CVNACarvana Co.$16.86Mreported value+70.2K shares+29.8%IBKRInteractive Brokers Group, Inc.$16.76Mreported value+4.3K shares+1.1%CDLXCardlytics, Inc.$11.64Mreported value+51.8K shares+18.4%