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
| Ticker | % Portfolio | Value |
|---|---|---|
| IBKR | 28.54% | $57,113,303 |
| GIL |
16.77% |
| $33,566,366 |
| TDG | 16.18% | $32,378,988 |
| GOOG | 10.48% | $20,960,580 |
| GWRE | 7.73% | $15,465,062 |
| NRP | 7.35% | $14,701,854 |
| LEN | 6.52% | $13,051,980 |
| SGU | 6.43% | $12,861,096 |