13F filing recap · Q3 2023

What did Oakcliff Capital buy in Q3 2023?

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

Stock value

$145.63M

Positions

Estimated turnover

6.7%

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.

Reduced positions

TDGTransdigm Group Incorporated$20.49Mreported value-8.1K shares-25.0%GOOGAlphabet Inc.$18.31Mreported value-21.7K shares-13.5%GWREGuidewire Software, Inc.$14.71Mreported value-2.0K shares-1.2%