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
| ▼ -1.6% |
| 3 | SGU | 6.64% | $11,081,399 | ▼ -1.4% |
| 4 | GOOG | 10.85% | $18,100,669 | ▼ -1.5% |
| 5 | HNRG | 1.19% | $1,986,299 | ▼ -0.9% |
| 6 | FNF | 8.59% | $14,337,000 | ▼ -0.1% |