Portfolio Value Over Time
Current Holdings for Oakcliff Capital
|
Stock
Click to search
|
Shares | Value | % of Portfolio | Change | Est. Return |
|---|---|---|---|---|---|
| 1.0M | $89.7M | — | — | ||
| 118.2K | $41.7M | — | +290.57% | ||
| 681.7K | $35.2M | — | +70.04% | ||
| 24.2K | $32.2M | — | — | ||
| 158.7K | $19.5M | ADD +10.1% | +55.12% | ||
| 34.0K | $15.4M | ADD NEW | +13.17% | ||
| 1.1M | $14.1M | — | — | ||
| 118.0K | $10.7M | — | -30.24% | ||
| 102.1K | $9.9M | — | +21.07% |
Trading Activity for Oakcliff Capital
|
Stock
Click to search
|
Action | Change | Shares After | Value | Est. Return |
|---|---|---|---|---|---|
| 2026-Q2 | |||||
| BUY | +10.06% | 158.7K | $20M | +47.2% | |
| BUY | NEW | 34.0K | $15M | +13.2% | |
| 2026-Q1 | |||||
| BUY | +73.33% | 144.2K | $22M | +29.3% | |
| SELL | -19.86% | 102.1K | $12M | +30.9% | |
| 2025-Q4 | |||||
| SELL | -24.67% | 127.4K | $13M | +14.2% | |
| BUY | +26.64% | 83.2K | $17M | -7.7% | |
| 2025-Q3 | |||||
| BUY | +13.51% | 24.2K | $32M | -15.8% | |
| BUY | +9.83% | 169.1K | $18M | +7.6% | |
| 2025-Q2 | |||||
| BUY | +300.00% | 1.0M | $57M | +91.0% | |
| BUY | +11.44% | 681.7K | $34M | +12.9% | |
| SELL | EXIT | — | — | — | |
| BUY | +13.46% | 118.0K | $13M | -21.5% | |
| SELL | EXIT | — | — | -52.4% | |
| 2025-Q1 | |||||
| SELL | -14.01% | 257.7K | $43M | — | |
| BUY | NEW | 104.0K | $12M | -31.3% | |
| SELL | -57.04% | 50.0K | $3M | -27.7% | |
| 2024-Q4 | |||||
| SELL | -0.98% | 299.7K | $53M | — | |
| SELL | -0.61% | 21.3K | $27M | — | |
| SELL | -0.60% | 611.7K | $29M | +63.8% | |
| SELL | -47.22% | 65.7K | $11M | +132.4% | |
| SELL | -0.60% | 118.2K | $23M | +119.3% | |
| SELL | -0.60% | 153.9K | $17M | +15.6% | |
| SELL | -0.60% | 116.4K | $10M | -8.2% | |
| SELL | -0.61% | 38.2K | $13M | — | |
| SELL | -0.60% | 1.1M | $13M | — | |
| 2024-Q3 | |||||
| BUY | +7.83% | 117.1K | $14M | -44.4% | |
| SELL | EXIT | — | — | +60.9% | |
| 2024-Q2 | |||||
| BUY | NEW | 154.9K | $14M | +22.6% | |
| SELL | EXIT | — | — | — | |
| 2024-Q1 | |||||
| SELL | -10.89% | 302.6K | $34M | — | |
| SELL | -11.86% | 21.4K | $26M | — | |
| SELL | -14.40% | 118.9K | $18M | +82.7% | |
| SELL | -16.73% | 124.4K | $15M | +42.1% | |
| BUY | +181.39% | 108.6K | $13M | -50.2% | |
| 2023-Q4 | |||||
| SELL | -8.57% | 149.4K | $16M | +19.5% | |
| BUY | +8.15% | 38.5K | $15M | -63.5% | |
| BUY | NEW | 38.6K | $5M | -49.1% | |
| 2023-Q3 | |||||
| SELL | -24.97% | 24.3K | $20M | — | |
| SELL | -13.52% | 138.9K | $18M | +65.4% | |
| SELL | -1.21% | 163.4K | $15M | +2.2% | |
| 2023-Q2 | |||||
| SELL | -12.90% | 32.4K | $29M | — | |
| SELL | -25.75% | 160.6K | $19M | +50.9% | |
| BUY | +9.81% | 615.4K | $20M | +74.8% | |
| SELL | -17.05% | 165.4K | $13M | -4.1% | |
| SELL | -0.83% | 1.1M | $15M | — | |
| BUY | NEW | 270.0K | $10M | +41.1% | |
| 2023-Q1 | |||||
| SELL | -28.05% | 37.2K | $27M | — | |
| BUY | +5.88% | 216.3K | $22M | +255.5% | |
| BUY | +34.39% | 560.4K | $19M | +72.0% | |
| SELL | -14.56% | 1.1M | $14M | — | |
| SELL | -21.94% | 35.6K | $13M | — | |
| 2022-Q4 | |||||
| SELL | -7.18% | 51.7K | $33M | — | |
| SELL | -5.98% | 339.6K | $25M | — | |
| BUY | +5.69% | 204.3K | $18M | +250.9% | |
| BUY | +20.33% | 45.6K | $15M | -57.3% | |
| BUY | NEW | 417.0K | $11M | +84.4% | |
| SELL | EXIT | — | — | -1.3% | |
| SELL | EXIT | — | — | — | |
| 2022-Q3 | |||||
| BUY | NEW | 193.3K | $19M | +199.5% | |
| BUY | +4.99% | 37.9K | $11M | -66.2% | |
| SELL | EXIT | — | — | -70.6% | |
| SELL | -29.30% | 372.7K | $2M | — | |
| 2022-Q2 | |||||
| BUY | +5.80% | 9.7K | $21M | -85.4% | |
| SELL | -21.36% | 36.1K | $17M | — | |
| SELL | EXIT | — | — | +30.5% | |
| BUY | +20.48% | 361.2K | $20M | +63.9% | |
| BUY | +6.97% | 199.4K | $14M | +151.5% | |
| BUY | +11.49% | 339.7K | $8M | -86.4% | |
| SELL | -49.91% | 97.8K | $5M | — | |
| BUY | NEW | 75.0K | $7M | -38.2% | |
| 2022-Q1 | |||||
| SELL | -28.18% | 45.9K | $25M | — | |
| SELL | -1.05% | 180.9K | $22M | +406.7% | |
| BUY | +14.51% | 299.8K | $20M | +41.6% | |
| BUY | +29.08% | 186.4K | $18M | +110.7% | |
| SELL | EXIT | — | — | -38.8% | |
| 2021-Q4 | |||||
| SELL | -13.54% | 63.9K | $42M | — | |
| BUY | +12.26% | 304.7K | $20M | -94.9% | |
| BUY | +0.01% | 144.4K | $16M | +69.7% | |
| BUY | NEW | 296.2K | $10M | -90.9% | |
| 2021-Q3 | |||||
| BUY | +14.80% | 271.4K | $23M | -95.7% | |
| BUY | +31.68% | 195.3K | $14M | — | |
| 2021-Q2 | |||||
| SELL | -16.61% | 1.3M | $15M | — | |
| 2021-Q1 | |||||
| SELL | -54.03% | 91.4K | $24M | +391.0% | |
| BUY | +13.00% | 73.9K | $46M | -76.2% | |
| SELL | -12.39% | 236.4K | $26M | +225.2% | |
| SELL | -31.21% | 9.1K | $19M | +78.8% | |
| SELL | -28.72% | 261.8K | $19M | — | |
| BUY | +0.27% | 144.4K | $15M | +68.5% | |
| BUY | +24.30% | 148.3K | $12M | — | |
| 2020-Q4 | |||||
| SELL | -5.39% | 198.9K | $48M | +298.8% | |
| SELL | -5.39% | 65.4K | $43M | — | |
| SELL | -18.91% | 269.9K | $39M | +176.3% | |
| SELL | -5.39% | 55.7K | $34M | — | |
| SELL | -17.78% | 13.3K | $23M | +52.2% | |
| SELL | -5.39% | 367.3K | $22M | — | |
| SELL | -5.39% | 1.6M | $15M | — | |
| BUY | +32.61% | 119.3K | $15M | — | |
| SELL | EXIT | — | — | +232.3% | |
| BUY | NEW | 96.0K | $12M | +76.0% | |
| SELL | EXIT | — | — | -27.0% | |
| SELL | -5.39% | 527.1K | $775000 | — | |
| 2020-Q3 | |||||
| SELL | -19.21% | 210.2K | $47M | +212.9% | |
| BUY | NEW | 90.0K | $10M | — | |
| 2020-Q2 | |||||
| SELL | -14.95% | 260.2K | $31M | +65.1% | |
| BUY | +42.70% | 284.0K | $7M | +57.6% | |
| SELL | EXIT | — | — | — | |
| 2020-Q1 | |||||
| BUY | +12.36% | 69.1K | $30M | -70.6% | |
| BUY | +29.79% | 306.0K | $17M | -12.5% | |
| BUY | +10.62% | 16.1K | $19M | -76.2% | |
| BUY | +71.78% | 58.9K | $19M | +99.3% | |
| BUY | +1.13% | 388.3K | $17M | +98.8% | |
| BUY | +18.42% | 332.8K | $12M | -95.2% | |
| SELL | -26.08% | 77.3K | $4M | — | |
| 2019-Q4 | |||||
| BUY | +11.63% | 384.0K | $18M | +105.8% | |
| 2019-Q3 | |||||
| SELL | -20.53% | 104.5K | $9M | — | |
| SELL | -23.34% | 217.1K | $10M | +61.1% | |
| BUY | NEW | 281.1K | $9M | -87.7% | |
| BUY | NEW | 199.0K | $6M | +11.9% | |
| SELL | EXIT | — | — | — | |
| 2019-Q2 | |||||
| SELL | -14.54% | 34.3K | $17M | — | |
| BUY | +18.70% | 14.6K | $16M | -70.9% | |
| SELL | -62.54% | 31.0K | $4M | — | |
| 2019-Q1 | |||||
| SELL | -18.33% | 40.1K | $18M | — | |
| SELL | -1.38% | 235.7K | $14M | -22.4% | |
| SELL | -15.70% | 131.5K | $9M | — | |
| 2018-Q4 | |||||
| SELL | -17.45% | 61.5K | $18M | — | |
| BUY | +20.28% | 344.0K | $19M | +80.1% | |
| BUY | +23.17% | 82.7K | $12M | -32.5% | |
| BUY | +129.78% | 239.0K | $8M | +73.1% | |
| BUY | +21.43% | 283.3K | $8M | +39.4% | |
| SELL | EXIT | — | — | — | |
| 2018-Q3 | |||||
| SELL | -34.10% | 156.0K | $12M | — | |
| BUY | +85.36% | 67.1K | $16M | -42.9% | |
| BUY | +24.62% | 286.0K | $16M | +58.1% | |
| SELL | -93.27% | 2.9K | $663000 | — | |
| BUY | NEW | 104.0K | $6M | +36.2% | |
| 2018-Q2 | |||||
| BUY | +1.36% | 74.5K | $22M | -48.4% | |
| SELL | -6.15% | 229.5K | $15M | — | |
| SELL | -43.78% | 36.2K | $8M | — | |
| BUY | NEW | 233.3K | $8M | +21.3% | |
| BUY | +39.87% | 557.2K | $4M | +126.2% | |
| SELL | EXIT | — | — | — | |
| 2018-Q1 | |||||
| SELL | -23.47% | 244.5K | $16M | — | |
| BUY | +25.64% | 49.0K | $15M | -58.1% | |
| BUY | +21.42% | 236.8K | $15M | -2.6% | |
| BUY | +34.46% | 64.4K | $14M | -44.2% | |
| SELL | EXIT | — | — | — | |
| BUY | NEW | 12.3K | $13M | -69.5% | |
| BUY | +4.61% | 43.1K | $10M | — | |
| BUY | +52.88% | 398.4K | $3M | +141.3% | |
| SELL | -33.47% | 48.8K | $1M | — | |
Closed Positions for Oakcliff Capital
|
Stock
Click to search
|
Held Period | Cost Basis | Sale Proceeds | Realized Gain | Return | CAGR |
|---|---|---|---|---|---|---|
|
FNF|Fidelity National Financial
|
2023-Q2 → 2024-Q3 (1.2y) | $9.1M | $14.6M | $+5.5M | +60.9% | +46.5% |
|
LGIH|Lgi Homes Inc
|
2022-Q2 → 2022-Q4 (0.5y) | $7.0M | $6.9M | $-93.8K | -1.3% | -2.6% |
|
CDLX|Cardlytics Inc
|
2019-Q3 → 2022-Q3 (3.0y) | $20.5M | $16.2M | $-4.3M | -20.9% | -7.6% |
|
CVNA|Carvana Co
|
2018-Q3 → 2022-Q2 (3.7y) | $17.4M | $52.4M | $+35.0M | +201.4% | +34.3% |
|
GDRX|Goodrx Hldgs Inc
|
2021-Q4 → 2022-Q1 (0.2y) | $12.1M | $7.4M | $-4.7M | -38.8% | -38.8% |
|
APPN|Appian Corp
|
2018-Q2 → 2020-Q4 (2.5y) | $8.4M | $24.7M | $+16.2M | +192.3% | +53.8% |
|
CARG|Cargurus Inc
|
2019-Q3 → 2020-Q4 (1.2y) | $8.8M | $6.4M | $-2.4M | -27.0% | -22.3% |