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
| Ticker | % Portfolio | Value |
|---|---|---|
| IBKR | 14.07% | $16,439,000 |
| SGU |
13.24% |
| $15,468,000 |
| CHTR | 13.05% | $15,249,000 |
| TDG | 12.90% | $15,072,000 |
| KMX | 12.55% | $14,665,000 |
| BFH | 11.73% | $13,705,000 |
| GOOG | 10.86% | $12,691,000 |
| BIDU | 8.23% | $9,619,000 |
| HNRG | 2.34% | $2,736,000 |
| AHGP | 1.04% | $1,220,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDGOOGL | $12,870,000 | 11.29% |