13F HOLDINGS REPORT
Oakcliff Capital Partners, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-001030
Total Value
$233.2M
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 | $66.3M | 28.42% |
| 2 | GILDAN ACTIVEWEAR INC | GIL | 681,689 | $42.6M | 18.25% |
| 3 | ALPHABET INC | GOOG | 118,161 | $37.1M | 15.90% |
| 4 | TRANSDIGM GROUP INC | TDG | 24,170 | $32.1M | 13.78% |
| 5 | GUIDEWIRE SOFTWARE INC | GWRE | 83,183 | $16.7M | 7.17% |
| 6 | NATURAL RESOURCE PARTNERS L | 63900P608 | 127,351 | $13.3M | 5.70% |
| 7 | STAR GROUP L P | SGU | 1,099,239 | $13.0M | 5.58% |
| 8 | LENNAR CORP | LEN-B | 118,000 | $12.1M | 5.20% |