Oakcliff Capital Partners LP
- Period:
- Q4 2025
- Portfolio date:
- Dec 31, 2025
- No. of stocks:
- 8
- Portfolio value:
- $233,247,000
- Filed:
- Feb 17, 2026
- CIK:
- 1657335
| Stock | Issuer | % of Portfolio | Recent Activity | Shares | Price | Value ▼ |
|---|---|---|---|---|---|---|
| IBKRhist | INTERACTIVE BROKERS GROUP IN | 28.42 | — | 1,030,740 | $64.31 | $66.29M |
| GILhist | GILDAN ACTIVEWEAR INC | 18.25 | — | 681,689 | $62.46 | $42.58M |
| GOOGhist | ALPHABET INC | 15.90 | — | 118,161 | $313.80 | $37.08M |
| TDGhist | TRANSDIGM GROUP INC | 13.78 | — | 24,170 | $1329.83 | $32.14M |
| GWREhist | GUIDEWIRE SOFTWARE INC | 7.17 | — | 83,183 | $201.01 | $16.72M |
| NRPhist | NATURAL RESOURCE PARTNERS L | 5.70 | — | 127,351 | $104.40 | $13.29M |
| SGUhist | STAR GROUP L P | 5.58 | — | 1,099,239 | $11.84 | $13.02M |
| LENhist | LENNAR CORP | 5.20 | — | 118,000 | $102.80 | $12.13M |