Oakcliff Capital·CIK 1657335
8
Positions
$233.2M
Portfolio Value
1
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2025
Portfolio Value Over Time
| $42,578,295 |
| 3 | GOOG | 15.90% | $37,078,922 |
| 4 | TDG | 13.78% | $32,142,475 |
| 5 | GWRE | 7.17% | $16,720,615 |
| 6 | NRP | 5.70% | $13,295,444 |
| 7 | SGU | 5.58% | $13,014,990 |
| 8 | LEN | 5.20% | $12,130,400 |