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
| Ticker | % Portfolio | Value |
|---|---|---|
| CVNA | 18.91% | $47,641,000 |
17.17% |
| $43,248,000 |
| CDLX | 15.30% | $38,533,000 |
| TDG | 13.68% | $34,469,000 |
| GOOG | 9.23% | $23,263,000 |
| IBKR | 8.88% | $22,379,000 |
| SGU | 5.85% | $14,728,000 |
| AYX | 5.77% | $14,535,000 |
| GWRE | 4.91% | $12,361,000 |
| HNRG | 0.31% | $775,000 |