Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Oakcliff Capital Partners, LP (CIK 1657335) reported $268.5M across 9 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IBKR ($89.7M, 33.42%), GOOG ($41.7M, 15.55%), GIL ($35.2M, 13.10%), TDG ($32.2M, 11.99%), GWRE ($19.5M, 7.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | $89.7M | 33.42% | 1.0M | Hold |
| 2 | GOOG | ALPHABET INC | $41.7M | 15.55% | 118,161 | Hold |
| 3 | GIL | GILDAN ACTIVEWEAR INC | $35.2M | 13.10% | 681,689 | Hold |
| 4 | TDG | TRANSDIGM GROUP INC | $32.2M | 11.99% | 24,170 | Hold |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | $19.5M | 7.27% | 158,683 | Added |
| 6 | MCO | MOODY'S CORP | $15.4M | 5.74% | 34,000 | New |
| 7 | SGU | STAR GROUP L P | $14.1M | 5.26% | 1.1M | Hold |
| 8 | LEN | LENNAR CORP-A | $10.7M | 3.98% | 118,000 | Hold |
| 9 | NRP | NATURAL RESOURCE PARTNERS LP | $9.9M | 3.69% | 102,057 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30