Oakcliff Capital·CIK 1657335
9
Positions
$198.9M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2024
Portfolio Value Over Time
| 3 | IBKR | 21.21% | $42,176,886 | ▲ +1.4% |
| 4 | LGIH | 6.98% | $13,877,269 | ▲ +1.8% |
| 5 | TDG | 15.38% | $30,574,833 | ▲ +0.7% |
| 6 | NRP | 7.62% | $15,145,895 | ▲ +0.2% |
| 7 | SGU | 6.53% | $12,983,595 | ▲ +0.2% |
| 8 | CHTR | 6.27% | $12,468,654 | ▲ +0.1% |