IBKRINTERACTIVE BROKERS GROUP IN

Mixed Signals

Smart Money Trend

13-Q2

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13-Q4

14-Q1

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14-Q3

18-Q1

18-Q2

18-Q3

19-Q2

22-Q3

22-Q4

23-Q1

23-Q2

23-Q3

23-Q4

24-Q1

24-Q2

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25-Q1

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25-Q3

25-Q4

$67.69

1 of 16 tracked funds hold IBKR. Avg conviction: 28.4%. Net holding. First tracked at $111.71 (current -39.4% vs tracked).

Am I Late?

39.4% belowtheir avg tracked price

Tracked: $111.71Current: $67.69

Per-fund first tracked prices

Oakcliff Capital Partners$111.71(2024-Q1)

How Convicted?

28.4%avg portfolio allocation

Top 5 (1)Mid (0)Small (0)

Fund breakdown

Oakcliff Capital Partners

Which Way Is the Wind Blowing?

→ Net holding

1 holding

Per-fund actions

Oakcliff Capital PartnersHold

Did It Work?

-39.4%avg return since tracked

S&P 500: -57.4%Alpha: +17.9%

Per-fund returns

Oakcliff Capital Partners-39.4%(from $111.71)

About this data

Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.

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Fund Holders (1 funds)

Fund	% of Portfolio	Value	First Tracked Price	Action
Oakcliff Capital Partners	28.4%	$66.3M	$111.71	Hold