Oakcliff Capital·CIK 1657335
10
Positions
$135.6M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2022
Portfolio Value Over Time
| ▲ +3.2% |
| 3 | GOOG | 15.59% | $21,142,000 | ▲ +2.4% |
| 4 | GWRE | 10.44% | $14,158,000 | ▲ +1.3% |
| 5 | SGU | 8.82% | $11,968,000 | ▲ +1.3% |
| 6 | HNRG | 2.10% | $2,852,000 | ▲ +1.1% |
| 7 | IBKR | 14.65% | $19,872,000 | ▲ +4.4% |