13F filing recap · Q1 2022

What did Oakcliff Capital buy in Q1 2022?

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

Stock value

$192.87M

Positions

Estimated turnover

17.8%

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.

Increased positions

CVNACarvana Co.$21.58Mreported value+89.5K shares+97.9%IBKRInteractive Brokers Group, Inc.$19.76Mreported value+38.0K shares+14.5%GWREGuidewire Software, Inc.$17.64Mreported value+42.0K shares+29.1%

Reduced positions

CHTRCharter Communications, Inc.$25.02Mreported value-18.0K shares-28.2%

Exited positions

GDRXGoodrx Holdings, Inc.$9.68Mprior reported value-296.2K shares-100.0%