Oakcliff Capital Partners, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$189.8B
Holdings
10
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IBKRINTERACTIVE BROKERS GROUP IN | 257,685 | $42.7B | 22.48% | |
| 2 | T7DTRANSDIGM GROUP INC | 21,293 | $29.5B | 15.52% | |
| 3 | GILGILDAN ACTIVEWEAR INC | 611,689 | $27.0B | 14.25% | |
| 4 | GOOGALPHABET INC | 118,161 | $18.5B | 9.73% | |
| 5 | NRPNATURAL RESOURCE PARTNERS L | 153,930 | $16.0B | 8.43% | |
| 6 | SGUSTAR GROUP L P | 1,099,239 | $14.5B | 7.63% | |
| 7 | CHTRCHARTER COMMUNICATIONS INC N | 38,239 | $14.1B | 7.43% | |
| 8 | GWREGUIDEWIRE SOFTWARE INC | 65,683 | $12.3B | 6.48% | |
| 9 | LENLENNAR CORP | 104,000 | $11.9B | 6.29% | |
| 10 | LGIHLGI HOMES INC | 49,996 | $3.3B | 1.75% |