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
| ▼ -0.5% |
| 3 | TDG | 12.11% | $27,972,000 | ▼ -1.7% |
| 4 | SGU | 6.99% | $16,130,000 | ▼ -0.7% |
| 5 | CARG | 2.66% | $6,144,000 | ▼ -1.2% |
| 6 | GOOG | 10.28% | $23,734,000 | ▼ -1.9% |
| 7 | CDLX | 10.17% | $23,489,000 | ▼ -2.2% |
| 8 | HNRG | 0.16% | $363,000 | ▼ -0% |