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
| Ticker | % Portfolio | Value |
|---|---|---|
| TDG | 22.04% | $29,891,000 |
15.59% |
| $21,142,000 |
| IBKR | 14.65% | $19,872,000 |
| CHTR | 12.46% | $16,902,000 |
| GWRE | 10.44% | $14,158,000 |
| SGU | 8.82% | $11,968,000 |
| CDLX | 5.59% | $7,580,000 |
| LGIH | 4.81% | $6,518,000 |
| AYX | 3.49% | $4,738,000 |
| HNRG | 2.10% | $2,852,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDCVNA | $21,583,000 | 11.19% |