Oakcliff Capital·CIK 1657335
10
Positions
$132.1M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2018
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 16.54% | $21,844,000 |
| KMX |
13.06% |
| $17,253,000 |
| TDG | 12.83% | $16,948,000 |
| SGU | 12.27% | $16,212,000 |
| IBKR | 11.19% | $14,780,000 |
| GOOG | 10.39% | $13,722,000 |
| BIDU | 7.93% | $10,473,000 |
| BFH | 6.39% | $8,441,000 |
| APPN | 6.39% | $8,434,000 |
| HNRG | 3.01% | $3,978,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDAHGP | $1,220,000 | 1.04% |