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
| 3 | HNRG | 1.19% | $1,986,299 | SOLD |
| 4 | FNF | 7.14% | $13,343,400 | ▼ -1.5% |
| 5 | TDG | 14.64% | $27,371,517 | ▼ -1.2% |
| 6 | SGU | 6.29% | $11,767,074 | ▼ -0.3% |
| 7 | GIL | 12.48% | $23,335,930 | ▼ -1.2% |
| 8 | CHTR | 6.15% | $11,502,187 | ▼ -0.5% |