Oakcliff Capital·CIK 1657335
10
Positions
$188.1M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2020
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 18.74% | $35,244,000 |
16.63% |
| $31,279,000 |
| TDG | 13.84% | $26,025,000 |
| CDLX | 12.38% | $23,292,000 |
| GOOG | 12.14% | $22,830,000 |
| IBKR | 8.62% | $16,219,000 |
| SGU | 7.71% | $14,509,000 |
| APPN | 5.92% | $11,128,000 |
| CARG | 3.83% | $7,201,000 |
| HNRG | 0.19% | $365,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDKMX | $4,160,000 | 2.91% |