Oakcliff Capital Partners, LP

Q1 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    10

  • Value ($000)

    $189,774

  • Date Filed
    05/15/2025
  • Form type
    13F-HR
  • CIK
    0001657335
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IBKR
IBKR

INTERACTIVE BROKERS GROUP IN

COM CL A
45841N107
$42.67M
23 %

257,685

---

TRANSDIGM GROUP INC

COM
893641100
$29.45M
16 %

21,293

GIL
GIL

GILDAN ACTIVEWEAR INC

COM
375916103
$27.05M
14 %

611,689

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$18.46M
10 %

118,161

---

NATURAL RESOURCE PARTNERS L

COM UNIT LTD PAR
63900P608
$15.99M
8 %

153,930

SGU
SGU

STAR GROUP L P

UNIT LTD PARTNR
85512C105
$14.49M
8 %

1,099,239

CHTR
CHTR

CHARTER COMMUNICATIONS INC N

CL A
16119P108
$14.09M
7 %

38,239

GWRE
GWRE

GUIDEWIRE SOFTWARE INC

COM
40171V100
$12.31M
7 %

65,683

LEN
LEN

LENNAR CORP

CL A
526057104
$11.94M
6 %

104,000

LGIH
LGIH

LGI HOMES INC

COM
50187T106
$3.32M
2 %

49,996

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