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
| Ticker | % Portfolio | Value |
|---|---|---|
| TDG | 18.82% | $36,289,000 |
13.23% |
| $25,514,000 |
| CHTR | 12.97% | $25,025,000 |
| CVNA | 11.19% | $21,583,000 |
| IBKR | 10.25% | $19,763,000 |
| GWRE | 9.15% | $17,640,000 |
| CDLX | 8.69% | $16,754,000 |
| SGU | 7.51% | $14,487,000 |
| AYX | 7.24% | $13,973,000 |
| HNRG | 0.96% | $1,845,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDGDRX | $9,681,000 | 4.42% |