Oakcliff Capital·CIK 1657335
9
Positions
$150.1M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2023
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| TDG | 19.30% | $28,969,000 |
| IBKR |
18.79% |
| $28,214,000 |
| GIL | 13.22% | $19,840,000 |
| GOOG | 12.94% | $19,428,000 |
| SGU | 10.06% | $15,107,000 |
| CHTR | 8.71% | $13,069,000 |
| GWRE | 8.38% | $12,586,000 |
| FNF | 6.47% | $9,720,000 |
| HNRG | 2.13% | $3,194,000 |