Institutions / Oakcliff Capital Partners, LP
Oakcliff Capital Partners, LP
CIK 1657335 · Institution · as of Dec 31, 2025
Portfolio value
$233.25M
Positions
8
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Interactive Brokers Group Inc | $66.29M | 28.4% |
| Gildan Activewear Inc | $42.58M | 18.3% |
| Alphabet Inc. | $37.08M | 15.9% |
| TransDigm Group Inc. | $32.14M | 13.8% |
| Guidewire Software, Inc. | $16.72M | 7.2% |
| Natural Resource Partners LP | $13.30M | 5.7% |
| Star Group, L.P.SGU | $13.01M | 5.6% |
| Lennar Corp /New | $12.13M | 5.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.