§ 13F · FUND PROFILE
Oakcliff Capital Partners, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 8Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$233.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | 1.03M | $66.3T | 28.4% | NEW |
| 2 | GIL | GILDAN ACTIVEWEAR INC | 682K | $42.6T | 18.3% | NEW |
| 3 | GOOG | ALPHABET INC | 118K | $37.1T | 15.9% | NEW |
| 4 | TDG | TRANSDIGM GROUP INC | 24K | $32.1T | 13.8% | NEW |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | 83K | $16.7T | 7.2% | NEW |
| 6 | NRP | NATURAL RESOURCE PARTNERS L | 127K | $13.3T | 5.7% | NEW |
| 7 | SGU | STAR GROUP L P | 1.10M | $13.0T | 5.6% | NEW |
| 8 | LEN | LENNAR CORP | 118K | $12.1T | 5.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OAKCLIFF SIGNAL
AC read
Oakcliff Capital Partners, LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed