—

Oakcliff Capital Partners, LP

Q1 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    8

  • Value ($000)

    $226,634

  • Date Filed
    05/15/2026
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IBKR

INTERACTIVE BROKERS GROUP IN

COM CL A
45841N107
$69.13M
31 %

1,030,740

G
GIL

GILDAN ACTIVEWEAR INC

COM
375916103
$37.94M
17 %

681,689

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$33.9M
15 %

118,161

---

TRANSDIGM GROUP INC

COM
893641100
$28.01M
12 %

24,170

G
GWRE

GUIDEWIRE SOFTWARE INC

COM
40171V100
$21.56M
10 %

144,183

S
SGU

STAR GROUP LP

UNIT LTD PARTNR
85512C105
$13.5M
6 %

1,099,239

---

NATURAL RESOURCE PARTNERS LP

COM UNIT LTD PAR
63900P608
$12.35M
5 %

102,057

L
LEN

LENNAR CORP

CL A
526057104
$10.25M
5 %

118,000

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 8 of 8