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
| ▼ -2.2% |
| 3 | TDG | 12.07% | $17,845,000 | ▼ -0.2% |
| 4 | HNRG | 1.36% | $2,017,000 | ▼ -1% |
| 5 | CHTR | 17.15% | $25,345,000 | ▼ -0.8% |
| 6 | SGU | 10.60% | $15,667,000 | ▼ -1.6% |
| 7 | CVNA | 10.52% | $15,558,000 | ▼ -0.3% |
| 8 | IBKR | 12.51% | $18,498,000 | ▼ -1.2% |
| 9 | APPN | 6.98% | $10,314,000 | ▼ -0.5% |