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
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 17.91% | $24,304,000 |
13.74% |
| $18,642,000 |
| TDG | 12.22% | $16,581,000 |
| SGU | 12.18% | $16,527,000 |
| GOOG | 11.63% | $15,781,000 |
| CVNA | 10.87% | $14,754,000 |
| KMX | 8.42% | $11,422,000 |
| APPN | 7.53% | $10,217,000 |
| BFH | 3.20% | $4,339,000 |
| HNRG | 2.31% | $3,137,000 |