# Oakcliff Capital Partners, LP: Form 13F holdings

An institutional investment manager in New York, NY. SEC CIK 1657335.

- Quarter ended: 2026-06-30
- Filed: 2026-08-13
- Reported value: $268.5m
- Positions: 9 (9 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1657335/000117266126003363/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [INTERACTIVE BROKERS GROUP IN (IBKR)](/companies/ibkr.md) | COM CL A | $89.7m | 33.4% | 1,030,740 |  | Unchanged |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $41.7m | 15.6% | 118,161 |  | Unchanged |
| [GILDAN ACTIVEWEAR INC (GIL)](/companies/gil.md) | COM | $35.2m | 13.1% | 681,689 |  | Unchanged |
| [TRANSDIGM GROUP INC (TDG)](/companies/tdg.md) | COM | $32.2m | 12.0% | 24,170 |  | Unchanged |
| [GUIDEWIRE SOFTWARE INC (GWRE)](/companies/gwre.md) | COM | $19.5m | 7.3% | 158,683 |  | Added +14,500 |
| [MOODY'S CORP (MCO)](/companies/mco.md) | COM | $15.4m | 5.7% | 34,000 |  | New +34,000 |
| [STAR GROUP L P (SGU)](/companies/sgu.md) | UNIT LTD PARTNR | $14.1m | 5.3% | 1,099,239 |  | Unchanged |
| [LENNAR CORP-A (LEN)](/companies/len.md) | CL A | $10.7m | 4.0% | 118,000 |  | Unchanged |
| [NATURAL RESOURCE PARTNERS LP (NRP)](/companies/nrp.md) | COM UNIT LTD PAR | $9.9m | 3.7% | 102,057 |  | Unchanged |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003363. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.