Oakcliff Capital·CIK 1657335
9
Positions
$145.6M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2023
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| IBKR | 20.19% | $29,399,844 |
14.07% |
| $20,494,804 |
| GOOG | 12.57% | $18,311,328 |
| GIL | 11.84% | $17,237,326 |
| CHTR | 10.74% | $15,646,157 |
| GWRE | 10.10% | $14,709,150 |
| SGU | 9.14% | $13,304,314 |
| FNF | 7.66% | $11,151,000 |
| HNRG | 3.69% | $5,373,815 |