Oakcliff Capital·CIK 1657335
8
Positions
$200.1M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2025
Portfolio Value Over Time
| ▲ +2.5% |
| 3 | GWRE | 7.73% | $15,465,062 | ▲ +1.3% |
| 4 | TDG | 16.18% | $32,378,988 | ▲ +0.7% |
| 5 | GOOG | 10.48% | $20,960,580 | ▲ +0.8% |
| 6 | LEN | 6.52% | $13,051,980 | ▲ +0.2% |