Oakcliff Capital·CIK 1657335
9
Positions
$118.9M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2022
Portfolio Value Over Time
| 3 | SGU | 8.92% | $10,611,000 | ▲ +0.1% |
| 4 | AYX | 4.59% | $5,464,000 | ▲ +1.1% |
| 5 | TDG | 24.58% | $29,231,000 | ▲ +2.5% |
| 6 | LGIH | 5.13% | $6,103,000 | ▲ +0.3% |