Oakcliff Capital Partners LP

CIK: 1657335

Latest Filing

Filed: November 14, 2025

Total Portfolio Value

$231.69M

Total Holdings

8

Report Period

Sep 2025

Accession Number: 0001172661-25-004906
Report Date: September 30, 2025

Top 10 Holdings

IBKR
30.6%
GIL
17.0%
TDG
13.7%
GOOG
12.4%
NRP
7.7%
GWRE
6.5%
LEN
6.4%
SGU
5.6%
Showing top 8 of 8 total holdings

Holdings (8)

Latest 13F positions

IB
INTERACTIVE BROKERS GROUP IN
1.03M$70.92M30.6%
-
GI
GILDAN ACTIVEWEAR INC
681.7K$39.40M17.0%
-
TD
TRANSDIGM GROUP INC
24.2K$31.86M13.7%
-
GO
118.2K$28.78M12.4%
-
NR
NATURAL RESOURCE PARTNERS L
169.1K$17.75M7.7%
-
GW
GUIDEWIRE SOFTWARE INC
65.7K$15.10M6.5%
-
118.0K$14.87M6.4%
-
SG
STAR GROUP L P
1.10M$13.00M5.6%
-