Oakcliff Capital·CIK 1657335
10
Positions
$192.9M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2022
Portfolio Value Over Time
| 3 | IBKR | 10.25% | $19,763,000 | ▲ +0.8% |
| 4 | GOOG | 13.23% | $25,514,000 | ▲ +1.2% |
| 5 | TDG | 18.82% | $36,289,000 | ▲ +2.6% |
| 6 | HNRG | 0.96% | $1,845,000 | ▲ +0.4% |
| 7 | SGU | 7.51% | $14,487,000 | ▲ +1.1% |
| 8 | CVNA | 11.19% | $21,583,000 | ▲ +1.5% |