Oakcliff Capital Partners, LP
8 holdingsFiling period: 2026-03-31Current AUM: $256.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | 1.03M | $69.1M | $90.7M | 35.38% | -- | 2026-03-31 |
| 2 | GIL | GILDAN ACTIVEWEAR INC | 681.7K | $37.9M | $37.8M | 14.73% | -- | 2026-03-31 |
| 3 | GOOG | ALPHABET INC | 118.2K | $33.9M | $42.1M | 16.44% | -- | 2026-03-31 |
| 4 | TDG | TRANSDIGM GROUP INC | 24.2K | $28.0M | $30.3M | 11.83% | -- | 2026-03-31 |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | 144.2K | $21.6M | $21.9M | 8.55% | +61.0K | 2026-03-31 |
| 6 | SGU | STAR GROUP LP | 1.10M | $13.5M | $13.8M | 5.38% | -- | 2026-03-31 |
| 7 | NRP | NATURAL RESOURCE PARTNERS LP | 102.1K | $12.3M | $10.0M | 3.90% | -25,294 | 2026-03-31 |
| 8 | LEN | LENNAR CORP | 118.0K | $10.2M | $9.7M | 3.79% | -- | 2026-03-31 |
← Scroll →