Oakcliff Capital Partners, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$231.7B
Holdings
8
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IBKRINTERACTIVE BROKERS GROUP IN | 1,030,740 | $70.9B | 30.61% | |
| 2 | GILGILDAN ACTIVEWEAR INC | 681,689 | $39.4B | 17.01% | |
| 3 | T7DTRANSDIGM GROUP INC | 24,170 | $31.9B | 13.75% | |
| 4 | GOOGALPHABET INC | 118,161 | $28.8B | 12.42% | |
| 5 | NRPNATURAL RESOURCE PARTNERS L | 169,057 | $17.8B | 7.66% | |
| 6 | GWREGUIDEWIRE SOFTWARE INC | 65,683 | $15.1B | 6.52% | |
| 7 | LENLENNAR CORP | 118,000 | $14.9B | 6.42% | |
| 8 | SGUSTAR GROUP L P | 1,099,239 | $13.0B | 5.61% |