Oakcliff Capital Partners, LP
CIK: 0001657335Latest portfolio: $233.2M · Q4 2025
Holdings
8
Total Value
$233.2M
New Positions
0
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IBKRINTERACTIVE BROKERS GROUP IN | 1,030,740 | $66.3M | 28.42% | — | |
| 2 | GILGILDAN ACTIVEWEAR INC | 681,689 | $42.6M | 18.25% | — | |
| 3 | GOOGALPHABET INC | 118,161 | $37.1M | 15.90% | — | |
| 4 | T7DTRANSDIGM GROUP INC | 24,170 | $32.1M | 13.78% | — | |
| 5 | GWREGUIDEWIRE SOFTWARE INC | 83,183 | $16.7M | 7.17% | +18K | |
| 6 | NRPNATURAL RESOURCE PARTNERS L | 127,351 | $13.3M | 5.70% | -41,706 | |
| 7 | SGUSTAR GROUP L P | 1,099,239 | $13.0M | 5.58% | — | |
| 8 | LENLENNAR CORP | 118,000 | $12.1M | 5.20% | — |
Sector Breakdown
Consumer Cyclical0.0% ($4.3T)
Energy0.0% ($1.3T)
Financial Services0.0% ($66.3M)
Communication Services0.0% ($37.1M)
Unknown0.0% ($32.1M)
Technology0.0% ($16.7M)
Filing History
Fund Information
Oakcliff Capital Partners, LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $233.2M across 8 holdings. The largest position is INTERACTIVE BROKERS GROUP IN (IBKR), representing 28.4% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.