Oakcliff Capital·CIK 1657335
11
Positions
$218.9M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2021
Portfolio Value Over Time
| ▲ +2.3% |
| 3 | GOOG | 12.08% | $26,433,000 | ▲ +1.3% |
| 4 | SGU | 6.42% | $14,057,000 | ▲ +0.5% |
| 5 | TDG | 16.19% | $35,440,000 | ▲ +0.8% |