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OCP

Oakcliff Capital Partners Portfolio holdings

AUM $227M
1-Year Est. Return 27.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$1.54M

Top Sells

No sells this quarter

Sector Composition

1 Financials 30.61%
2 Consumer Discretionary 23.43%
3 Industrials 13.75%
4 Energy 13.27%
5 Communication Services 12.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$70.9M 30.61%
1,030,740
2
$39.4M 17.01%
681,689
3
$31.9M 13.75%
24,170
+2,877
4
$28.8M 12.42%
118,161
5
$17.8M 7.66%
169,057
+15,127
6
$15.1M 6.52%
65,683
7
$14.9M 6.42%
118,000
8
$13M 5.61%
1,099,239