§ 13F · FUND PROFILE
Oakcliff Capital Partners, LP.
AUM · $268M (13F)Positions · 9Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | 1.03M | $90M | — | — |
| 2 | GOOG | ALPHABET INC | 118K | $42M | — | — |
| 3 | GIL | GILDAN ACTIVEWEAR INC | 682K | $35M | — | — |
| 4 | TDG | TRANSDIGM GROUP INC | 24K | $32M | — | — |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | 159K | $20M | — | — |
| 6 | MCO | MOODY'S CORP | 34K | $15M | — | — |
| 7 | SGU | STAR GROUP L P | 1.10M | $14M | — | — |
| 8 | LEN | LENNAR CORP-A | 118K | $11M | — | — |
| 9 | NRP | NATURAL RESOURCE PARTNERS LP | 102K | $10M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OAKCLIFF SIGNAL
AC read
Oakcliff Capital Partners, LP is a Other fund managing $268 million in assets. The fund runs a focused portfolio of just 9 positions.
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