13F HOLDINGS REPORT
Oakcliff Capital Partners, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-000895
Total Value
$195.6M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 299,685 | $52.9M | 27.07% |
| 2 | GILDAN ACTIVEWEAR INC | GIL | 611,689 | $28.8M | 14.72% |
| 3 | TRANSDIGM GROUP INC | TDG | 21,293 | $27.0M | 13.80% |
| 4 | ALPHABET INC | GOOG | 118,161 | $22.5M | 11.51% |
| 5 | NATURAL RESOURCE PARTNERS L | 63900P608 | 153,930 | $17.1M | 8.74% |
| 6 | CHARTER COMMUNICATIONS INC N | 16119P108 | 38,239 | $13.1M | 6.70% |
| 7 | STAR GROUP L P | SGU | 1,099,239 | $12.7M | 6.49% |
| 8 | GUIDEWIRE SOFTWARE INC | GWRE | 65,683 | $11.1M | 5.66% |
| 9 | LGI HOMES INC | LGIH | 116,380 | $10.4M | 5.32% |