Oakcliff Capital·CIK 1657335
11
Positions
$134.7M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2018
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 18.02% | $24,278,000 |
13.57% |
| $18,282,000 |
| SGU | 12.00% | $16,163,000 |
| BFH | 11.76% | $15,846,000 |
| IBKR | 11.74% | $15,816,000 |
| GOOG | 10.90% | $14,680,000 |
| KMX | 8.65% | $11,652,000 |
| APPN | 5.73% | $7,721,000 |
| CVNA | 4.56% | $6,147,000 |
| HNRG | 2.57% | $3,466,000 |
| BIDU | 0.49% | $663,000 |