13F filing recap · Q1 2025
What did Oakcliff Capital buy in Q1 2025?
Reported stock-position changes between this filing and the previous one.
Stock value
$189.77M
Positions
10
Estimated turnover
12.1%
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.
Quarter in review
Oakcliff Capital opened a new position in Lennar Corp. It also trimmed its Interactive Brokers Group stake and substantially reduced its LGI Homes position.