Oakcliff Capital·CIK 1657335
10
Positions
$187.0M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| IBKR | 19.84% | $37,104,522 |
14.64% |
| $27,371,517 |
| GIL | 12.48% | $23,335,930 |
| GOOG | 11.66% | $21,804,970 |
| GWRE | 9.18% | $17,158,342 |
| NRP | 7.42% | $13,882,188 |
| FNF | 7.14% | $13,343,400 |
| SGU | 6.29% | $11,767,074 |
| CHTR | 6.15% | $11,502,187 |
| LGIH | 5.20% | $9,717,719 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDHNRG | $1,986,299 | 1.19% |