Oakcliff Capital Partners, LP: 13F holdings
CIK 16573352026Q2
| Positions | 9 |
|---|
| Reported value | $268.5m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 9 (+1 vs prior quarter) |
|---|
| Reported value | $268.5m (+18.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IBKR INTERACTIVE BROKERS GROUP IN | 1,030,740 | $89.7m | 33.4% |
| GOOG ALPHABET INC | 118,161 | $41.7m | 15.6% |
| GIL GILDAN ACTIVEWEAR INC | 681,689 | $35.2m | 13.1% |
| TDG TRANSDIGM GROUP INC | 24,170 | $32.2m | 12.0% |
| GWRE GUIDEWIRE SOFTWARE INC | 158,683 | $19.5m | 7.3% |
| MCO MOODY'S CORP | 34,000 | $15.4m | 5.7% |
| SGU STAR GROUP L P | 1,099,239 | $14.1m | 5.3% |
| LEN LENNAR CORP-A | 118,000 | $10.7m | 4.0% |
| NRP NATURAL RESOURCE PARTNERS LP | 102,057 | $9.9m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1657335")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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