Oakcliff Capital·CIK 1657335
10
Positions
$121.6M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2018
Portfolio Value Over Time
| 3 | TDG | 13.73% | $16,699,000 | ▲ +0.2% |
| 4 | SGU | 12.71% | $15,452,000 | ▲ +0.7% |
| 5 | APPN | 6.22% | $7,566,000 | ▲ +0.5% |