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
| Ticker | % Portfolio | Value |
|---|---|---|
| IBKR | 16.59% | $18,915,000 |
| SGU |
15.60% |
| $17,784,000 |
| TDG | 11.83% | $13,485,000 |
| CHTR | 11.49% | $13,102,000 |
| GOOGL | 11.29% | $12,870,000 |
| KMX | 10.97% | $12,505,000 |
| BFH | 10.65% | $12,138,000 |
| BIDU | 8.46% | $9,649,000 |
| AHGP | 1.72% | $1,964,000 |
| HNRG | 1.39% | $1,586,000 |