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
| Ticker | % Portfolio | Value |
|---|---|---|
| IBKR | 27.07% | $52,945,349 |
| GIL |
14.72% |
| $28,779,967 |
| TDG | 13.80% | $26,984,193 |
| GOOG | 11.51% | $22,502,581 |
| NRP | 8.74% | $17,086,230 |
| CHTR | 6.70% | $13,107,182 |
| SGU | 6.49% | $12,685,218 |
| GWRE | 5.66% | $11,072,840 |
| LGIH | 5.32% | $10,404,372 |