Oakcliff Capital·CIK 1657335
10
Positions
$116.9M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2018
Portfolio Value Over Time
| ▲ +1.6% |
| 3 | CHTR | 13.05% | $15,249,000 | ▲ +1.6% |
| 4 | TDG | 12.90% | $15,072,000 | ▲ +1.1% |
| 5 | BFH | 11.73% | $13,705,000 | ▲ +1.1% |
| 6 | HNRG | 2.34% | $2,736,000 | ▲ +1% |