Oakcliff Capital·CIK 1657335
10
Positions
$189.8M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2025
Portfolio Value Over Time
| ▲ +1.7% |
| 3 | SGU | 7.63% | $14,487,970 | ▲ +1.1% |
| 4 | GWRE | 6.48% | $12,306,367 | ▲ +0.8% |
| 5 | CHTR | 7.43% | $14,092,219 | ▲ +0.7% |