Oakcliff Capital·CIK 1657335
8
Positions
$231.7M
Portfolio Value
36
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| IBKR | 30.61% | $70,925,219 |
17.01% |
| $39,401,624 |
| TDG | 13.75% | $31,856,543 |
| GOOG | 12.42% | $28,778,112 |
| NRP | 7.66% | $17,750,985 |
| GWRE | 6.52% | $15,097,894 |
| LEN | 6.42% | $14,872,720 |
| SGU | 5.61% | $13,003,997 |