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
| 3 | GOOG | 9.73% | $18,460,293 | ▼ -1.8% |
| 4 | GIL | 14.25% | $27,048,888 | ▼ -0.5% |
| 5 | NRP | 8.43% | $15,993,327 | ▼ -0.3% |