Oakcliff Capital Partners
$268M 13F equity value
9 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Oakcliff Capital Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IBKR | INTERACTIVE BROKERS GROUP IN | 1,030,740 | $90M | 33.4% |
| GOOG | ALPHABET INC | 118,161 | $42M | 15.6% |
| GIL | GILDAN ACTIVEWEAR INC | 681,689 | $35M | 13.1% |
| TDG | TRANSDIGM GROUP INC | 24,170 | $32M | 12.0% |
| GWRE | GUIDEWIRE SOFTWARE INC | 158,683 | $20M | 7.3% |
| MCO | MOODY'S CORP | 34,000 | $15M | 5.7% |
| SGU | STAR GROUP L P | 1,099,239 | $14M | 5.3% |
| LEN | LENNAR CORP-A | 118,000 | $11M | 4.0% |
| NRP | NATURAL RESOURCE PARTNERS LP | 102,057 | $10M | 3.7% |
Track Oakcliff Capital Partners's 13F portfolio: $268M in reported holdings, 9 positions. Top holdings and quarterly changes on SentiSense.
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