Oakcliff Capital·CIK 1657335
10
Positions
$137.7M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2019
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 15.49% | $21,335,000 |
13.22% |
| $18,208,000 |
| IBKR | 12.96% | $17,844,000 |
| SGU | 11.53% | $15,882,000 |
| BFH | 10.50% | $14,462,000 |
| GOOG | 10.48% | $14,432,000 |
| CVNA | 9.94% | $13,686,000 |
| APPN | 7.08% | $9,753,000 |
| KMX | 6.67% | $9,181,000 |
| HNRG | 2.13% | $2,931,000 |