Oakcliff Capital Partners, LP reported 9 holdings worth US$268M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Oakcliff Capital Partners, LP reported 9 holdings worth US$268M as of Jun 30, 2026. Largest: Interactive Brokers Group, Inc., Alphabet Inc (google) Class C and Gildan Activewear Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 9
- Value as reported
- US$268M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Interactive Brokers Group, Inc. | 1.03M | US$89.7M | 33.4% |
| Alphabet Inc (google) Class C | 117K | US$41.7M | 15.6% |
| Gildan Activewear Inc. | 682K | US$35.2M | 13.1% |
| Transdigm Group Inc. | 24,170 | US$32.2M | 12.0% |
| Guidewire Software, Inc. | 159K | US$19.5M | 7.3% |
| Moody's Corporation | 34,000 | US$15.4M | 5.7% |
| Star Group L.p. | 1.1M | US$14.1M | 5.3% |
| Lennar Corporation | 118K | US$10.7M | 4.0% |
| Natural Resource Partners Lp Limited Partnership | 102K | US$9.9M | 3.7% |