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
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 21.09% | $30,149,000 |
| TDG |
13.19% |
| $18,851,000 |
| GOOG | 13.14% | $18,779,000 |
| CVNA | 11.79% | $16,855,000 |
| IBKR | 11.72% | $16,762,000 |
| SGU | 8.91% | $12,739,000 |
| CDLX | 8.14% | $11,636,000 |
| APPN | 6.11% | $8,735,000 |
| KMX | 2.91% | $4,160,000 |
| CARG | 2.64% | $3,770,000 |
| HNRG | 0.37% | $528,000 |