Oakcliff Capital·CIK 1657335
8
Positions
$134.1M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2022
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| TDG | 24.28% | $32,552,000 |
| IBKR |
18.33% |
| $24,573,000 |
| GOOG | 13.52% | $18,128,000 |
| SGU | 11.73% | $15,727,000 |
| CHTR | 11.53% | $15,454,000 |
| GWRE | 9.31% | $12,477,000 |
| GIL | 8.52% | $11,425,800 |
| HNRG | 2.78% | $3,723,000 |