Oakcliff Capital·CIK 1657335
8
Positions
$143.5M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2023
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| IBKR | 19.54% | $28,041,000 |
19.10% |
| $27,416,000 |
| GOOG | 15.67% | $22,496,000 |
| GIL | 12.96% | $18,600,000 |
| GWRE | 11.40% | $16,364,000 |
| SGU | 10.08% | $14,464,000 |
| CHTR | 8.86% | $12,722,000 |
| HNRG | 2.39% | $3,425,000 |