Oakcliff Capital·CIK 1657335
10
Positions
$135.7M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2019
Portfolio Value Over Time
| 3 | GOOG | 11.63% | $15,781,000 | ▲ +1.2% |
| 4 | CVNA | 10.87% | $14,754,000 | ▲ +0.9% |
| 5 | IBKR | 13.74% | $18,642,000 | ▲ +0.8% |
| 6 | SGU | 12.18% | $16,527,000 | ▲ +0.7% |
| 7 | APPN | 7.53% | $10,217,000 | ▲ +0.5% |
| 8 | HNRG | 2.31% | $3,137,000 | ▲ +0.2% |