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
| 3 | CDLX | 9.20% | $20,140,000 | ▼ -0.9% |
| 4 | AYX | 5.40% | $11,818,000 | ▼ -0.9% |
| 5 | GWRE | 7.49% | $16,398,000 | ▼ -0.1% |
| 6 | HNRG | 0.59% | $1,297,000 | ▼ -0.1% |