Oakcliff Capital·CIK 1657335
10
Positions
$104.5M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2017
Portfolio Value Over Time
| NEW |
| 3 | ESRX | 13.09% | $13,685,000 | NEW |
| 4 | AXTA | 11.52% | $12,044,000 | NEW |
| 5 | TDG | 10.48% | $10,948,000 | NEW |
| 6 | KMX | 9.63% | $10,067,000 | NEW |
| 7 | BIDU | 8.78% | $9,178,000 | NEW |
| 8 | GOOG | 7.94% | $8,296,000 | NEW |
| 9 | AHGP | 5.90% | $6,168,000 | NEW |
| 10 | HNRG | 2.00% | $2,087,000 | NEW |