Oakcliff Capital Partners, L.P. 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The latest change list shows IBKR unchanged to 34.76%; GOOGL unchanged to 19.45%; TDG unchanged to 16.86%. Combined with top 5 86.81%, top 10 99.99%, top 20 99.99%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.
The strongest recent period was 2024-06-30 (16.47% strategy return, 9.83% benchmark, 6.65% excess, 7.42% turnover), while the weakest was 2023-09-30 (7.09% strategy return, 10.11% benchmark, -3.02% excess, 17.39% turnover). Those periods should be read alongside baseline metrics of return 16.81%, alpha 5.96%, beta 0.78, Sharpe 0.95, Sortino 1.27, and max drawdown -34.89% to judge whether returns came from persistent exposure or a narrow timing window.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by IBKR (Interactive Brokers Group, Inc.) 34.76%, GOOGL (Alphabet Inc.) 19.45%, and TDG (TransDigm Group Incorporated) 16.86%, with sector exposure of Financials 34.76%, Communication Services 19.45%, and Industrials 16.86%. The baseline metrics show return 16.81%, alpha 5.96%, beta 0.78, Sharpe 0.95, Sortino 1.27, and max drawdown -34.89%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.