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
| SOLD |
| 3 | SGU | 5.85% | $14,728,000 | ▼ -1.1% |
| 4 | CVNA | 18.91% | $47,641,000 | ▼ -1.4% |
| 5 | GOOG | 9.23% | $23,263,000 | ▼ -1% |
| 6 | CHTR | 17.17% | $43,248,000 | ▼ -1.5% |