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Oakcliff Capital Partners, LP
Period ended Jun 30, 2026 · Latest filing Aug 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $268,452,796
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- INTERACTIVE BROKERS GROUP IN · COM CL A · 45841N107 · shares: $89,715,610
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $41,749,826
- GILDAN ACTIVEWEAR INC · COM · 375916103 · shares: $35,175,152
- TRANSDIGM GROUP INC · COM · 893641100 · shares: $32,195,407
- GUIDEWIRE SOFTWARE INC · COM · 40171V100 · shares: $19,525,943
- MOODY'S CORP · COM · 615369105 · shares: $15,399,280
- STAR GROUP L P · UNIT LTD PARTNR · 85512C105 · shares: $14,114,229
- LENNAR CORP-A · CL A · 526057104 · shares: $10,677,820
- NATURAL RESOURCE PARTNERS LP · COM UNIT LTD PAR · 63900P608 · shares: $9,899,529
Reported holdings
9 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | — | 1,030,740 shares | $89,715,610 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 118,161 shares | $41,749,826 |
| GILDAN ACTIVEWEAR INC | COM | 375916103 | — | 681,689 shares | $35,175,152 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 24,170 shares | $32,195,407 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | — | 158,683 shares | $19,525,943 |
| MOODY'S CORP | COM | 615369105 | — | 34,000 shares | $15,399,280 |
| STAR GROUP L P | UNIT LTD PARTNR | 85512C105 | — | 1,099,239 shares | $14,114,229 |
| LENNAR CORP-A | CL A | 526057104 | — | 118,000 shares | $10,677,820 |
| NATURAL RESOURCE PARTNERS LP | COM UNIT LTD PAR | 63900P608 | — | 102,057 shares | $9,899,529 |