Oakcliff Capital Partners, LP
9 holdingsFiling period: 2026-06-30Current AUM: $261.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IBKR | Interactive Brokers Group in | 1.03M | $89.7M | $85.5M | 32.71% | -- | 2026-06-30 |
| 2 | GOOG | Alphabet Inc | 118.2K | $41.7M | $39.7M | 15.21% | -- | 2026-06-30 |
| 3 | GIL | Gildan Activewear Inc | 681.7K | $35.2M | $27.9M | 10.67% | -- | 2026-06-30 |
| 4 | TDG | Transdigm Group Inc | 24.2K | $32.2M | $27.6M | 10.57% | -- | 2026-06-30 |
| 5 | GWRE | Guidewire Software Inc | 158.7K | $19.5M | $29.1M | 11.15% | +14.5K | 2026-06-30 |
| 6 | MCO | Moody's Corp | 34.0K | $15.4M | $16.2M | 6.19% | -- | 2026-06-30 |
| 7 | SGU | Star Group L P | 1.10M | $14.1M | $14.4M | 5.49% | -- | 2026-06-30 |
| 8 | LEN | Lennar Corp-A | 118.0K | $10.7M | $9.3M | 3.55% | -- | 2026-06-30 |
| 9 | NRP | Natural Resource Partners LP | 102.1K | $9.9M | $11.6M | 4.45% | -- | 2026-06-30 |
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