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
| Ticker | % Portfolio | Value |
|---|---|---|
| TDG | 24.58% | $29,231,000 |
19.41% |
| $23,087,000 |
| GOOG | 15.63% | $18,586,000 |
| GWRE | 10.32% | $12,281,000 |
| CHTR | 9.66% | $11,489,000 |
| SGU | 8.92% | $10,611,000 |
| LGIH | 5.13% | $6,103,000 |
| AYX | 4.59% | $5,464,000 |
| HNRG | 1.76% | $2,094,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDCDLX | $7,580,000 | 5.59% |