Oakcliff Capital Partners LP

CIK: 1657335

Latest Filing

Filed: February 17, 2026

Portfolio Value

$233.25M

Total Holdings

Report Period

Dec 2025

IBKR

28.4%

GIL

18.3%

GOOG

15.9%

TDG

13.8%

GWRE

7.2%

NRP

5.7%

SGU

5.6%

LEN

5.2%

Showing top 8 of 8 total holdings

Holdings (8)

Latest 13F positions


IB IBKR 📈 History INTERACTIVE BROKERS GROUP IN	1.03M	$66.29M	28.4%	-
GI GIL 📈 History GILDAN ACTIVEWEAR INC	681.7K	$42.58M	18.3%	-
GO GOOG 📈 History ALPHABET INC	118.2K	$37.08M	15.9%	-
TD TDG 📈 History TRANSDIGM GROUP INC	24.2K	$32.14M	13.8%	-
GW GWRE 📈 History GUIDEWIRE SOFTWARE INC	83.2K	$16.72M	7.2%	+27%
NR NRP 📈 History NATURAL RESOURCE PARTNERS L	127.4K	$13.29M	5.7%	-25%
SG SGU 📈 History STAR GROUP L P	1.10M	$13.02M	5.6%	-
LE LEN 📈 History LENNAR CORP	118.0K	$12.13M	5.2%	-