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
| Ticker | % Portfolio | Value |
|---|---|---|
| IBKR | 17.72% | $28,156,736 |
15.48% |
| $24,589,973 |
| GIL | 12.81% | $20,345,091 |
| GOOG | 12.32% | $19,572,358 |
| GWRE | 10.26% | $16,294,392 |
| CHTR | 9.41% | $14,954,074 |
| FNF | 8.67% | $13,775,400 |
| SGU | 8.03% | $12,751,350 |
| LGIH | 3.23% | $5,138,644 |
| HNRG | 2.07% | $3,294,350 |