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
| 3 | GOOG | 12.14% | $22,830,000 | ▼ -1% |
| 4 | APPN | 5.92% | $11,128,000 | ▼ -0.2% |
| 5 | SGU | 7.71% | $14,509,000 | ▼ -1.2% |
| 6 | IBKR | 8.62% | $16,219,000 | ▼ -3.1% |
| 7 | HNRG | 0.19% | $365,000 | ▼ -0.2% |