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
| Ticker | % Portfolio | Value |
|---|---|---|
| IBKR | 15.46% | $18,797,000 |
| CHTR |
14.41% |
| $17,526,000 |
| TDG | 13.73% | $16,699,000 |
| SGU | 12.71% | $15,452,000 |
| GOOG | 10.47% | $12,738,000 |
| BFH | 10.20% | $12,404,000 |
| KMX | 8.05% | $9,788,000 |
| CVNA | 6.43% | $7,818,000 |
| APPN | 6.22% | $7,566,000 |
| HNRG | 2.32% | $2,825,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDBIDU | $663,000 | 0.49% |