Oakcliff Capital·CIK 1657335
10
Positions
$251.9M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2020
Portfolio Value Over Time
| 3 | TDG | 13.68% | $34,469,000 | ▲ +1.6% |
| 4 | AYX | 5.77% | $14,535,000 | ▲ +1.3% |
| 5 | IBKR | 8.88% | $22,379,000 | ▲ +0.8% |
| 6 | HNRG | 0.31% | $775,000 | ▲ +0.2% |