Oakcliff Capital Partners, LP

Q3 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    8

  • Value ($000)

    $231,687

  • Date Filed
    11/14/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IBKR

INTERACTIVE BROKERS GROUP IN

COM CL A
45841N107
$70.93M
31 %

1,030,740

G
GIL

GILDAN ACTIVEWEAR INC

COM
375916103
$39.40M
17 %

681,689

---

TRANSDIGM GROUP INC

COM
893641100
$31.86M
14 %

24,170

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$28.78M
12 %

118,161

---

NATURAL RESOURCE PARTNERS L

COM UNIT LTD PAR
63900P608
$17.75M
8 %

169,057

G
GWRE

GUIDEWIRE SOFTWARE INC

COM
40171V100
$15.10M
7 %

65,683

L
LEN

LENNAR CORP

CL A
526057104
$14.87M
6 %

118,000

S
SGU

STAR GROUP L P

UNIT LTD PARTNR
85512C105
$13.00M
6 %

1,099,239

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