Institutional Fund
Oakcliff Capital Partners, LP
New York, NYCIK 16573355 filings on record
Portfolio Value
$226.63M
Q1 2026
Holdings
8
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-2.8%
from $233.25M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Interactive Brokers Group In30.5%
- Gildan Activewear Inc16.7%
- Alphabet Inc15.0%
- Transdigm Group Inc12.4%
- Guidewire Software Inc9.5%
- Star Group L P6.0%
- Other10.0%
Portfolio Holdings
8 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Interactive Brokers Group In | 1.03M | $69.13M | 30.5% | 0 | Held |
| 2 | Gildan Activewear Inc | 681.7K | $37.94M | 16.7% | 0 | Held |
| 3 | Alphabet Inc | 118.2K | $33.90M | 15.0% | 0 | Held |
| 4 | Transdigm Group Inc | 24.2K | $28.01M | 12.4% | 0 | Held |
| 5 | Guidewire Software Inc | 144.2K | $21.56M | 9.5% | +61.0K | Added |
| 6 | Star Group L P | 1.10M | $13.50M | 6.0% | 0 | Held |
| 7 | Natural Resource Partners L | 102.1K | $12.35M | 5.4% | −25.3K | Reduced |
| 8 | Lennar Corp | 118.0K | $10.25M | 4.5% | 0 | Held |