13F HOLDINGS REPORT
Oakcliff Capital Partners, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-001957
Total Value
$189.8M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 257,685 | $42.7M | 22.48% |
| 2 | TRANSDIGM GROUP INC | TDG | 21,293 | $29.5M | 15.52% |
| 3 | GILDAN ACTIVEWEAR INC | GIL | 611,689 | $27.0M | 14.25% |
| 4 | ALPHABET INC | GOOG | 118,161 | $18.5M | 9.73% |
| 5 | NATURAL RESOURCE PARTNERS L | 63900P608 | 153,930 | $16.0M | 8.43% |
| 6 | STAR GROUP L P | SGU | 1,099,239 | $14.5M | 7.63% |
| 7 | CHARTER COMMUNICATIONS INC N | 16119P108 | 38,239 | $14.1M | 7.43% |
| 8 | GUIDEWIRE SOFTWARE INC | GWRE | 65,683 | $12.3M | 6.48% |
| 9 | LENNAR CORP | LEN-B | 104,000 | $11.9M | 6.29% |
| 10 | LGI HOMES INC | LGIH | 49,996 | $3.3M | 1.75% |