Oakcliff Capital Partners, LP
9 holdingsFiling period: 2026-06-30Current AUM: $263.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | 1.03M | $89.7M | $91.5M | 34.72% | -- | 2026-06-30 |
| 2 | GOOG | ALPHABET INC | 118.2K | $41.7M | $40.3M | 15.30% | -- | 2026-06-30 |
| 3 | GIL | GILDAN ACTIVEWEAR INC | 681.7K | $35.2M | $31.3M | 11.86% | -- | 2026-06-30 |
| 4 | TDG | TRANSDIGM GROUP INC | 24.2K | $32.2M | $26.2M | 9.95% | -- | 2026-06-30 |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | 158.7K | $19.5M | $23.6M | 8.96% | +14.5K | 2026-06-30 |
| 6 | MCO | MOODY'S CORP | 34.0K | $15.4M | $15.9M | 6.02% | -- | 2026-06-30 |
| 7 | SGU | STAR GROUP L P | 1.10M | $14.1M | $14.0M | 5.32% | -- | 2026-06-30 |
| 8 | LEN | LENNAR CORP-A | 118.0K | $10.7M | $9.4M | 3.58% | -- | 2026-06-30 |
| 9 | NRP | NATURAL RESOURCE PARTNERS LP | 102.1K | $9.9M | $11.3M | 4.29% | -- | 2026-06-30 |
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