Oakcliff Capital Partners - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: March 2017 to June 2025 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+0.20B
+9,999%+
Winning Positions
+65.22%
15 wins / 23 positions
Average Gain (Winners)
$12.39M
+9,999%+ avg per position
Active Positions
8
6 losing positions
Portfolio Value Over Time
Total Positions Tracked
23
All holdings over time
Win/Loss Ratio
2.50
15 gains / 6 losses
Active vs. Exited
8 / 15
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| IBKR | Interactive Brokers Group, Inc. | Financial Services | Mar 2017 | ACTIVE | $16.82K | $57.11M | $57.10M | +9,999%+ |
| TDG | Transdigm Group Incorporated | Industrials | Mar 2017 | ACTIVE | $10.95K | $32.38M | $32.37M | +9,999%+ |
| GIL | Gildan Activewear, Inc. | Consumer Cyclical | Dec 2022 | ACTIVE | $11.43M | $33.57M | $22.14M | +193.78% |
| GOOG | Alphabet Inc. | Communication Services | Mar 2017 | ACTIVE | $8.30K | $20.96M | $20.95M | +9,999%+ |
| GWRE | Guidewire Software, Inc. | Technology | Dec 2020 | ACTIVE | $12.36K | $15.47M | $15.45M | +9,999%+ |
| CHTR | Charter Communications, Inc. | Communication Services | Dec 2017 | EXITED | $13.10K | $14.09M | $14.08M | +9,999%+ |
| SGU | Star Group L.P. | Energy | Mar 2017 | ACTIVE | $15.22K | $12.86M | $12.85M | +9,999%+ |
| FNF | FNF Group of Fidelity National | Financial Services | Jun 2023 | EXITED | $9.72M | $13.34M | $3.62M | +37.28% |
| LGIH | LGI Homes, Inc. | Consumer Cyclical | Jun 2022 | EXITED | $6.52K | $3.32M | $3.32M | +9,999%+ |
| HNRG | Hallador Energy Company | Energy | Mar 2017 | EXITED | $2.09K | $1.99M | $1.98M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.