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
| Ticker | % Portfolio | Value |
|---|---|---|
| CHTR | 19.02% | $41,644,000 |
| TDG |
16.19% |
| $35,440,000 |
| GOOG | 12.08% | $26,433,000 |
| CVNA | 9.68% | $21,192,000 |
| IBKR | 9.50% | $20,796,000 |
| CDLX | 9.20% | $20,140,000 |
| GWRE | 7.49% | $16,398,000 |
| SGU | 6.42% | $14,057,000 |
| AYX | 5.40% | $11,818,000 |
| GDRX | 4.42% | $9,681,000 |
| HNRG | 0.59% | $1,297,000 |