Oakcliff Capital·CIK 1657335
11
Positions
$143.0M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2020
Portfolio Value Over Time
| 3 | APPN | 6.11% | $8,735,000 | ▲ +1.2% |
| 4 | TDG | 13.19% | $18,851,000 | ▲ +1.7% |
| 5 | CHTR | 21.09% | $30,149,000 | ▲ +3.3% |