Oakcliff Capital·CIK 1657335
10
Positions
$210.8M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2021
Portfolio Value Over Time
| ▲ +4.4% |
| 3 | GWRE | 6.96% | $14,678,000 | ▲ +2.1% |
| 4 | AYX | 5.84% | $12,306,000 | ▲ +0.1% |
| 5 | SGU | 7.86% | $16,575,000 | ▲ +2% |
| 6 | TDG | 15.53% | $32,746,000 | ▲ +1.8% |
| 7 | HNRG | 0.47% | $986,000 | ▲ +0.2% |