Oakcliff Capital Partners, LP 13F Holdings · Q2 2026
Oakcliff Capital Partners, LP reported 9 securities worth $268.45M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IBKR (33.42%), GOOG (15.55%), GIL (13.10%). Among its top 25 positions this quarter: 1 new, 1 added.
| 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
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR