Oakcliff Capital·CIK 1657335
11
Positions
$147.8M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2019
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 17.15% | $25,345,000 |
12.51% |
| $18,498,000 |
| TDG | 12.07% | $17,845,000 |
| GOOG | 12.04% | $17,797,000 |
| SGU | 10.60% | $15,667,000 |
| CVNA | 10.52% | $15,558,000 |
| APPN | 6.98% | $10,314,000 |
| CDLX | 6.37% | $9,421,000 |
| KMX | 6.22% | $9,200,000 |
| CARG | 4.17% | $6,160,000 |
| HNRG | 1.36% | $2,017,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDBFH | $4,339,000 | 3.20% |