Oakcliff Capital·CIK 1657335
10
Positions
$225.9M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2021
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 23.80% | $53,748,000 |
15.40% |
| $34,787,000 |
| CVNA | 12.21% | $27,569,000 |
| GOOG | 10.78% | $24,348,000 |
| CDLX | 10.09% | $22,785,000 |
| GWRE | 7.60% | $17,168,000 |
| IBKR | 7.23% | $16,324,000 |
| AYX | 6.32% | $14,280,000 |
| SGU | 5.89% | $13,300,000 |
| HNRG | 0.69% | $1,560,000 |