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
| Ticker | % Portfolio | Value |
|---|---|---|
| IBKR | 21.21% | $42,176,886 |
15.38% |
| $30,574,833 |
| GIL | 14.58% | $28,991,447 |
| GWRE | 11.45% | $22,764,139 |
| GOOG | 9.99% | $19,875,547 |
| NRP | 7.62% | $15,145,895 |
| LGIH | 6.98% | $13,877,269 |
| SGU | 6.53% | $12,983,595 |
| CHTR | 6.27% | $12,468,654 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDFNF | $13,343,400 | 7.14% |