Oakcliff Capital·CIK 1657335
11
Positions
$108.1M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2017
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| IBKR | 16.77% | $18,125,000 |
13.32% |
| $14,405,000 |
| TDG | 12.37% | $13,370,000 |
| SGU | 11.39% | $12,319,000 |
| KMX | 9.92% | $10,720,000 |
| AXTA | 9.60% | $10,383,000 |
| BIDU | 8.80% | $9,515,000 |
| GOOG | 8.41% | $9,087,000 |
| AXON | 4.84% | $5,234,000 |
| AHGP | 2.71% | $2,929,000 |
| HNRG | 1.87% | $2,025,000 |