Oakcliff Capital Partners, LP

Q2 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    8

  • Value ($000)

    $200,099

  • Date Filed
    08/14/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IBKR
IBKR

INTERACTIVE BROKERS GROUP IN

COM CL A
45841N107
$57.11M
29 %

1,030,740

GIL
GIL

GILDAN ACTIVEWEAR INC

COM
375916103
$33.57M
17 %

681,689

---

TRANSDIGM GROUP INC

COM
893641100
$32.38M
16 %

21,293

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$20.96M
11 %

118,161

GWRE
GWRE

GUIDEWIRE SOFTWARE INC

COM
40171V100
$15.47M
8 %

65,683

---

NATURAL RESOURCE PARTNERS L

COM UNIT LTD PAR
63900P608
$14.70M
7 %

153,930

LEN
LEN

LENNAR CORP

CL A
526057104
$13.05M
7 %

118,000

SGU
SGU

STAR GROUP L P

UNIT LTD PARTNR
85512C105
$12.86M
6 %

1,099,239

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