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
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 21.62% | $45,582,000 |
| TDG |
15.53% |
| $32,746,000 |
| CDLX | 12.30% | $25,938,000 |
| CVNA | 11.38% | $23,991,000 |
| IBKR | 9.07% | $19,125,000 |
| GOOG | 8.96% | $18,897,000 |
| SGU | 7.86% | $16,575,000 |
| GWRE | 6.96% | $14,678,000 |
| AYX | 5.84% | $12,306,000 |
| HNRG | 0.47% | $986,000 |