Oakcliff Capital Partners, LP
CIK: 0001657335SEC EDGAR →
Portfolio Value
$233.2M
Holdings
8
As of
Q4 2025
New Positions
0
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INTERACTIVE BROKERS GROUP IN | 1,030,740 | $66.3M | 28.42% |
| 2 | GILDAN ACTIVEWEAR INC | 681,689 | $42.6M | 18.25% |
| 3 | ALPHABET INC | 118,161 | $37.1M | 15.90% |
| 4 | TRANSDIGM GROUP INC | 24,170 | $32.1M | 13.78% |
| 5 | GUIDEWIRE SOFTWARE INC | 83,183 | $16.7M | 7.17% |
| 6 | NATURAL RESOURCE PARTNERS L | 127,351 | $13.3M | 5.70% |
| 7 | STAR GROUP L P | 1,099,239 | $13.0M | 5.58% |
| 8 | LENNAR CORP | 118,000 | $12.1M | 5.20% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 1 | $66.3M | 28.4% |
| Consumer Cyclical | 2 | $54.7M | 23.5% |
| Communication Services | 1 | $37.1M | 15.9% |
| Unknown | 1 | $32.1M | 13.8% |
| Energy | 2 | $26.3M | 11.3% |
| Technology | 1 | $16.7M | 7.2% |