Oakcliff Capital·CIK 1657335
11
Positions
$118.5M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2017
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| IBKR | 17.62% | $20,893,000 |
| SGU |
14.96% |
| $17,740,000 |
| BIDU | 11.12% | $13,177,000 |
| KMX | 10.87% | $12,887,000 |
| TDG | 10.59% | $12,553,000 |
| GOOG | 9.95% | $11,797,000 |
| AXTA | 7.90% | $9,371,000 |
| ESRX | 7.52% | $8,918,000 |
| AXON | 6.48% | $7,685,000 |
| AHGP | 1.72% | $2,039,000 |
| HNRG | 1.26% | $1,490,000 |