Institutional Manager · CIK 0001657335
Oakcliff Capital Partners, LP
New York, NY · File #028-18058
Latest AUM
$233.2M
Positions
8
Top-10 Concentration
100.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20258 pos · $233.2M
- 13F HOLDINGS REPORTQ/E Sep 20258 pos · $231.7M
- 13F HOLDINGS REPORTQ/E Jun 20258 pos · $200.1M
- 13F HOLDINGS REPORTQ/E Mar 202510 pos · $189.8M
- 13F HOLDINGS REPORTQ/E Dec 20249 pos · $195.6M
- 13F HOLDINGS REPORTQ/E Sep 20249 pos · $198.9M
- 13F HOLDINGS REPORTQ/E Jun 202410 pos · $187.0M
- 13F HOLDINGS REPORTQ/E Mar 202410 pos · $166.9M
- 13F HOLDINGS REPORTQ/E Dec 20239 pos · $145.6M
- 13F HOLDINGS REPORTQ/E Sep 20239 pos · $150.1M
- 13F HOLDINGS REPORTQ/E Jun 20238 pos · $143.5M
- 13F HOLDINGS REPORTQ/E Mar 20238 pos · $134.1M
Top 8 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |