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 $226.6M across 8 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IBKR ($69.1M, 30.50%), GIL ($37.9M, 16.74%), GOOG ($33.9M, 14.96%), TDG ($28.0M, 12.36%), GWRE ($21.6M, 9.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | $69.1M | 30.50% | 1.0M | Hold |
| 2 | GIL | GILDAN ACTIVEWEAR INC | $37.9M | 16.74% | 681,689 | Hold |
| 3 | GOOG | ALPHABET INC | $33.9M | 14.96% | 118,161 | Hold |
| 4 | TDG | TRANSDIGM GROUP INC | $28.0M | 12.36% | 24,170 | Hold |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | $21.6M | 9.51% | 144,183 | Added |
| 6 | SGU | STAR GROUP LP | $13.5M | 5.96% | 1.1M | Hold |
| 7 | NRP | NATURAL RESOURCE PARTNERS LP | $12.3M | 5.45% | 102,057 | Trimmed |
| 8 | LEN | LENNAR CORP | $10.2M | 4.52% | 118,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31