Oakcliff Capital·CIK 1657335
11
Positions
$167.6M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2019
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 17.80% | $29,832,000 |
12.95% |
| $21,699,000 |
| GOOG | 11.65% | $19,520,000 |
| TDG | 11.45% | $19,193,000 |
| IBKR | 10.68% | $17,900,000 |
| CDLX | 10.54% | $17,668,000 |
| SGU | 9.34% | $15,651,000 |
| KMX | 5.47% | $9,165,000 |
| APPN | 4.95% | $8,297,000 |
| CARG | 4.18% | $7,002,000 |
| HNRG | 0.99% | $1,655,000 |