13F HOLDINGS REPORT
Oakcliff Capital Partners, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004906
Total Value
$231.7M
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 | $70.9M | 30.61% |
| 2 | GILDAN ACTIVEWEAR INC | GIL | 681,689 | $39.4M | 17.01% |
| 3 | TRANSDIGM GROUP INC | TDG | 24,170 | $31.9M | 13.75% |
| 4 | ALPHABET INC | GOOG | 118,161 | $28.8M | 12.42% |
| 5 | NATURAL RESOURCE PARTNERS L | 63900P608 | 169,057 | $17.8M | 7.66% |
| 6 | GUIDEWIRE SOFTWARE INC | GWRE | 65,683 | $15.1M | 6.52% |
| 7 | LENNAR CORP | LEN-B | 118,000 | $14.9M | 6.42% |
| 8 | STAR GROUP L P | SGU | 1,099,239 | $13.0M | 5.61% |