13F filing recap · Q2 2020

What did Oakcliff Capital buy in Q2 2020?

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

Stock value

$188.09M

Positions

Estimated turnover

7.1%

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

CARGCargurus, Inc.$7.20Mreported value+85.0K shares+42.7%

Reduced positions

CVNACarvana Co.$31.28Mreported value-45.7K shares-14.9%

Exited positions

KMXCarmax, Inc.$4.16Mprior reported value-77.3K shares-100.0%