13F filing recap · Q1 2023

What did Oakcliff Capital buy in Q1 2023?

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

Stock value

$143.53M

Positions

Estimated turnover

16.4%

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

GOOGAlphabet Inc.$22.50Mreported value+12.0K shares+5.9%GILGildan Activewear Inc.$18.60Mreported value+143.4K shares+34.4%

Reduced positions

TDGTransdigm Group Incorporated$27.42Mreported value-14.5K shares-28.0%SGUStar Group, L.p.$14.46Mreported value-190.0K shares-14.6%CHTRCharter Communications, Inc.$12.72Mreported value-10.0K shares-21.9%