Oakcliff Capital·CIK 1657335
9
Positions
$195.6M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2024
Portfolio Value Over Time
| 3 | NRP | 8.74% | $17,086,230 | ▲ +1.1% |
| 4 | CHTR | 6.70% | $13,107,182 | ▲ +0.4% |
| 5 | GIL | 14.72% | $28,779,967 | ▲ +0.1% |