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
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 22.96% | $53,296,000 |
15.53% |
| $36,053,000 |
| CDLX | 12.93% | $30,012,000 |
| CVNA | 11.89% | $27,595,000 |
| GOOG | 9.86% | $22,895,000 |
| IBKR | 7.41% | $17,211,000 |
| GWRE | 7.01% | $16,280,000 |
| SGU | 6.30% | $14,618,000 |
| AYX | 5.50% | $12,761,000 |
| HNRG | 0.61% | $1,421,000 |