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
| Ticker | % Portfolio | Value |
|---|---|---|
| IBKR | 22.48% | $42,670,059 |
| TDG |
15.52% |
| $29,454,394 |
| GIL | 14.25% | $27,048,888 |
| GOOG | 9.73% | $18,460,293 |
| NRP | 8.43% | $15,993,327 |
| SGU | 7.63% | $14,487,970 |
| CHTR | 7.43% | $14,092,219 |
| GWRE | 6.48% | $12,306,367 |
| LEN | 6.29% | $11,937,120 |
| LGIH | 1.75% | $3,323,234 |