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
| 3 | TDG | 24.28% | $32,552,000 | ▼ -0.3% |
| 4 | IBKR | 18.33% | $24,573,000 | ▼ -1.1% |
| 5 | GOOG | 13.52% | $18,128,000 | ▼ -2.1% |
| 6 | GWRE | 9.31% | $12,477,000 | ▼ -1% |