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
| Ticker | % Portfolio | Value |
|---|---|---|
| IBKR | 16.09% | $16,817,000 |
| SGU |
14.56% |
| $15,220,000 |
| ESRX | 13.09% | $13,685,000 |
| AXTA | 11.52% | $12,044,000 |
| TDG | 10.48% | $10,948,000 |
| KMX | 9.63% | $10,067,000 |
| BIDU | 8.78% | $9,178,000 |
| GOOG | 7.94% | $8,296,000 |
| AHGP | 5.90% | $6,168,000 |
| HNRG | 2.00% | $2,087,000 |