Oakcliff Capital Partners, LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$233.2B
Holdings
8
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IBKRINTERACTIVE BROKERS GROUP IN | 1,030,740 | $66.3B | 28.42% | |
| 2 | GILGILDAN ACTIVEWEAR INC | 681,689 | $42.6B | 18.25% | |
| 3 | GOOGALPHABET INC | 118,161 | $37.1B | 15.90% | |
| 4 | T7DTRANSDIGM GROUP INC | 24,170 | $32.1B | 13.78% | |
| 5 | GWREGUIDEWIRE SOFTWARE INC | 83,183 | $16.7B | 7.17% | |
| 6 | NRPNATURAL RESOURCE PARTNERS L | 127,351 | $13.3B | 5.70% | |
| 7 | SGUSTAR GROUP L P | 1,099,239 | $13.0B | 5.58% | |
| 8 | LENLENNAR CORP | 118,000 | $12.1B | 5.20% |