Oakcliff Capital·CIK 1657335
11
Positions
$230.9M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2020
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CVNA | 20.31% | $46,892,000 |
18.68% |
| $43,142,000 |
| TDG | 12.11% | $27,972,000 |
| GOOG | 10.28% | $23,734,000 |
| CDLX | 10.17% | $23,489,000 |
| IBKR | 8.13% | $18,766,000 |
| SGU | 6.99% | $16,130,000 |
| APPN | 6.09% | $14,060,000 |
| AYX | 4.43% | $10,220,000 |
| CARG | 2.66% | $6,144,000 |
| HNRG | 0.16% | $363,000 |