Oakcliff Capital·CIK 1657335
10
Positions
$158.9M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2023
Portfolio Value Over Time
| ▲ +1.4% |
| 3 | GIL | 12.81% | $20,345,091 | ▲ +1% |
| 4 | FNF | 8.67% | $13,775,400 | ▲ +1% |
| 5 | GWRE | 10.26% | $16,294,392 | ▲ +0.2% |