Oakcliff Capital Partners, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$226.6M
Q ending 2026-03-31
Prior quarter
$233.2M
Q ending 2025-12-31
Change
-2.8% QoQ · +19.4% YoY
Positions
8
reported holdings
Largest positions
All 8 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Interactive Brokers Group In | IBKR | Shares | $69.1M | 1.0M |
| Gildan Activewear Inc | GIL | Shares | $37.9M | 682K |
| Alphabet Inc | GOOG | Shares | $33.9M | 118K |
| Transdigm Group Inc | TDG | Shares | $28.0M | 24K |
| Guidewire Software Inc | GWRE | Shares | $21.6M | 144K |
| Star Group Lp | SGU | Shares | $13.5M | 1.1M |
| Natural Resource Partners Lp | NRP | Shares | $12.3M | 102K |
| Lennar Corp | LEN | Shares | $10.2M | 118K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.