Oakcliff Capital·CIK 1657335
10
Positions
$114.0M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2017
Portfolio Value Over Time
| NEW |
| 3 | BFH | 10.65% | $12,138,000 | NEW |
| 4 | TDG | 11.83% | $13,485,000 | ▲ +1.2% |
| 5 | KMX | 10.97% | $12,505,000 | ▲ +0.1% |
| 6 | HNRG | 1.39% | $1,586,000 | ▲ +0.1% |
| 7 | SGU | 15.60% | $17,784,000 | ▲ +0.6% |