13F HOLDINGS REPORT
Oakcliff Capital Partners, LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001172661-24-003474
Total Value
$187.0M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 302,647 | $37.1M | 19.84% |
| 2 | TRANSDIGM GROUP INC | TDG | 21,424 | $27.4M | 14.64% |
| 3 | GILDAN ACTIVEWEAR INC | GIL | 615,399 | $23.3M | 12.48% |
| 4 | ALPHABET INC | GOOG | 118,880 | $21.8M | 11.66% |
| 5 | GUIDEWIRE SOFTWARE INC | GWRE | 124,435 | $17.2M | 9.18% |
| 6 | NATURAL RESOURCE PARTNERS L | 63900P608 | 154,866 | $13.9M | 7.42% |
| 7 | FIDELITY NATIONAL FINANCIAL | FNF | 270,000 | $13.3M | 7.14% |
| 8 | STAR GROUP L P | SGU | 1,105,928 | $11.8M | 6.29% |
| 9 | CHARTER COMMUNICATIONS INC N | 16119P108 | 38,474 | $11.5M | 6.15% |
| 10 | LGI HOMES INC | LGIH | 108,590 | $9.7M | 5.20% |