Oakcliff Capital Partners, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$195.6B
Holdings
9
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IBKRINTERACTIVE BROKERS GROUP IN | 299,685 | $52.9B | 27.07% | |
| 2 | GILGILDAN ACTIVEWEAR INC | 611,689 | $28.8B | 14.72% | |
| 3 | T7DTRANSDIGM GROUP INC | 21,293 | $27.0B | 13.80% | |
| 4 | GOOGALPHABET INC | 118,161 | $22.5B | 11.51% | |
| 5 | NRPNATURAL RESOURCE PARTNERS L | 153,930 | $17.1B | 8.74% | |
| 6 | CHTRCHARTER COMMUNICATIONS INC N | 38,239 | $13.1B | 6.70% | |
| 7 | SGUSTAR GROUP L P | 1,099,239 | $12.7B | 6.49% | |
| 8 | GWREGUIDEWIRE SOFTWARE INC | 65,683 | $11.1B | 5.66% | |
| 9 | LGIHLGI HOMES INC | 116,380 | $10.4B | 5.32% |