Oakcliff Capital·CIK 1657335
10
Positions
$232.1M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2021
Portfolio Value Over Time
| 3 | GOOG | 9.86% | $22,895,000 | ▲ +0.9% |
| 4 | CVNA | 11.89% | $27,595,000 | ▲ +0.5% |
| 5 | GWRE | 7.01% | $16,280,000 | ▲ +0% |
| 6 | HNRG | 0.61% | $1,421,000 | ▲ +0.1% |