Oakcliff Capital·CIK 1657335
10
Positions
$166.9M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| IBKR | 20.26% | $33,808,696 |
| TDG |
15.81% |
| $26,385,798 |
| GIL | 13.69% | $22,849,765 |
| GOOG | 10.85% | $18,100,669 |
| GWRE | 8.70% | $14,522,809 |
| FNF | 8.59% | $14,337,000 |
| LGIH | 7.57% | $12,636,618 |
| CHTR | 6.70% | $11,181,699 |
| SGU | 6.64% | $11,081,399 |
| HNRG | 1.19% | $1,986,299 |