13F HOLDINGS REPORT
Oakcliff Capital Partners, LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-004818
Total Value
$198.9M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 302,647 | $42.2M | 21.21% |
| 2 | TRANSDIGM GROUP INC | TDG | 21,424 | $30.6M | 15.38% |
| 3 | GILDAN ACTIVEWEAR INC | GIL | 615,399 | $29.0M | 14.58% |
| 4 | GUIDEWIRE SOFTWARE INC | GWRE | 124,435 | $22.8M | 11.45% |
| 5 | ALPHABET INC | GOOG | 118,880 | $19.9M | 9.99% |
| 6 | NATURAL RESOURCE PARTNERS L | 63900P608 | 154,866 | $15.1M | 7.62% |
| 7 | LGI HOMES INC | LGIH | 117,088 | $13.9M | 6.98% |
| 8 | STAR GROUP L P | SGU | 1,105,928 | $13.0M | 6.53% |
| 9 | CHARTER COMMUNICATIONS INC N | 16119P108 | 38,474 | $12.5M | 6.27% |