Holdings
Oakcliff Capital Partners, LP
As of Jun 30, 2026, Oakcliff Capital Partners, LP reported 9 positions worth US$268M. Largest: Interactive Brokers Group, Inc., Alphabet Inc (google) Class C and Gildan Activewear Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Interactive Brokers Group, Inc. | 1.03M | US$89.7M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 117K | US$41.7M | −1,048 | Jun 30, 2026 |
| Gildan Activewear Inc. | 682K | US$35.2M | no change | Jun 30, 2026 |
| Transdigm Group Inc. | 24,170 | US$32.2M | no change | Jun 30, 2026 |
| Guidewire Software, Inc. | 159K | US$19.5M | +14,500 | Jun 30, 2026 |
| Moody's Corporation | 34,000 | US$15.4M | new | Jun 30, 2026 |
| Star Group L.p. | 1.1M | US$14.1M | no change | Jun 30, 2026 |
| Lennar Corporation | 118K | US$10.7M | no change | Jun 30, 2026 |
| Natural Resource Partners Lp Limited Partnership | 102K | US$9.9M | no change | Jun 30, 2026 |