Oakcliff Capital Partners, LP
An institutional investment manager in New York, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 13, 2026. SEC CIK 1657335.
- Reported value$268.5m
- Positions9
Holdings: 9 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Interactive Brokers Group inIBKR | COM CL A | 45841N107 | 89.7 | 33.4% | 1,030,740 | Unchanged | |
| Alphabet IncGOOGL | CAP STK CL C | 02079K107 | 41.7 | 15.6% | 118,161 | Unchanged | |
| Gildan Activewear IncGIL | COM | 375916103 | 35.2 | 13.1% | 681,689 | Unchanged | |
| Transdigm Group IncTDG | COM | 893641100 | 32.2 | 12.0% | 24,170 | Unchanged | |
| Guidewire Software IncGWRE | COM | 40171V100 | 19.5 | 7.3% | 158,683 | Added+14,500 | |
| Moody'S CorpMCO | COM | 615369105 | 15.4 | 5.7% | 34,000 | New+34,000 | |
| Star Group L PSGU | UNIT LTD PARTNR | 85512C105 | 14.1 | 5.3% | 1,099,239 | Unchanged | |
| Lennar Corp-ALEN | CL A | 526057104 | 10.7 | 4.0% | 118,000 | Unchanged | |
| Natural Resource Partners LPNRP | COM UNIT LTD PAR | 63900P608 | 9.9 | 3.7% | 102,057 | Unchanged |
Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003363 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.