Oakcliff Capital Partners, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$200.1B
Holdings
8
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IBKRINTERACTIVE BROKERS GROUP IN | 1,030,740 | $57.1B | 28.54% | |
| 2 | GILGILDAN ACTIVEWEAR INC | 681,689 | $33.6B | 16.77% | |
| 3 | T7DTRANSDIGM GROUP INC | 21,293 | $32.4B | 16.18% | |
| 4 | GOOGALPHABET INC | 118,161 | $21.0B | 10.48% | |
| 5 | GWREGUIDEWIRE SOFTWARE INC | 65,683 | $15.5B | 7.73% | |
| 6 | NRPNATURAL RESOURCE PARTNERS L | 153,930 | $14.7B | 7.35% | |
| 7 | LENLENNAR CORP | 118,000 | $13.1B | 6.52% | |
| 8 | SGUSTAR GROUP L P | 1,099,239 | $12.9B | 6.43% |