13F HOLDINGS REPORT
Oakcliff Capital Partners, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003336
Total Value
$200.1M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 1,030,740 | $57.1M | 28.54% |
| 2 | GILDAN ACTIVEWEAR INC | GIL | 681,689 | $33.6M | 16.77% |
| 3 | TRANSDIGM GROUP INC | TDG | 21,293 | $32.4M | 16.18% |
| 4 | ALPHABET INC | GOOG | 118,161 | $21.0M | 10.48% |
| 5 | GUIDEWIRE SOFTWARE INC | GWRE | 65,683 | $15.5M | 7.73% |
| 6 | NATURAL RESOURCE PARTNERS L | 63900P608 | 153,930 | $14.7M | 7.35% |
| 7 | LENNAR CORP | LEN-B | 118,000 | $13.1M | 6.52% |
| 8 | STAR GROUP L P | SGU | 1,099,239 | $12.9M | 6.43% |