13F filing recap · Q4 2023

What did Oakcliff Capital buy in Q4 2023?

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

Stock value

$158.87M

Positions

Estimated turnover

5.1%

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.

New positions

LGIHLgi Homes, Inc.$5.14Mreported value+38.6K shares

Increased positions

CHTRCharter Communications, Inc.$14.95Mreported value+2.9K shares+8.2%

Reduced positions

GWREGuidewire Software, Inc.$16.29Mreported value-14.0K shares-8.6%