Oakcliff Capital Partners
Latest statistics and disclosures from Oakcliff Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IBKR, GIL, GOOG, TDG, GWRE, and represent 84.07% of Oakcliff Capital Partners's stock portfolio.
- Added to shares of these 1 stock: GWRE (+$9.1M).
- Reduced shares in these 1 stock: NRP.
- Oakcliff Capital Partners was a net buyer of stock by $6.1M.
- Oakcliff Capital Partners has $227M in assets under management (AUM), dropping by -2.84%.
- Central Index Key (CIK): 0001657335
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Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 8 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Interactive Brokers Group In Com Cl A (IBKR) | 30.5 | $69M | 1.0M | 67.07 |
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| Gildan Activewear Inc Com Cad (GIL) | 16.7 | $38M | 682k | 55.65 |
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| Alphabet Cap Stk Cl C (GOOG) | 15.0 | $34M | 118k | 286.86 |
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| TransDigm Group Incorporated (TDG) | 12.4 | $28M | 24k | 1158.96 |
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| Guidewire Software (GWRE) | 9.5 | $22M | +73% | 144k | 149.56 |
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| Star Group Unit Ltd Partnr (SGU) | 6.0 | $14M | 1.1M | 12.28 |
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| Natural Resource Partners Com Unit Ltd Par (NRP) | 5.4 | $12M | -19% | 102k | 121.00 |
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| Lennar Corp Cl A (LEN) | 4.5 | $10M | 118k | 86.84 |
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Past Filings by Oakcliff Capital Partners
SEC 13F filings are viewable for Oakcliff Capital Partners going back to 2017
- Oakcliff Capital Partners 2026 Q1 filed May 15, 2026
- Oakcliff Capital Partners 2025 Q4 filed Feb. 17, 2026
- Oakcliff Capital Partners 2025 Q3 filed Nov. 14, 2025
- Oakcliff Capital Partners 2025 Q2 filed Aug. 14, 2025
- Oakcliff Capital Partners 2025 Q1 filed May 15, 2025
- Oakcliff Capital Partners 2024 Q4 filed Feb. 14, 2025
- Oakcliff Capital Partners 2024 Q3 filed Nov. 14, 2024
- Oakcliff Capital Partners 2024 Q2 filed Aug. 14, 2024
- Oakcliff Capital Partners 2024 Q1 filed May 15, 2024
- Oakcliff Capital Partners 2023 Q3 filed Nov. 14, 2023
- Oakcliff Capital Partners 2023 Q2 filed Aug. 14, 2023
- Oakcliff Capital Partners 2023 Q1 filed May 15, 2023
- Oakcliff Capital Partners 2022 Q4 filed Feb. 14, 2023
- Oakcliff Capital Partners 2022 Q3 filed Nov. 14, 2022
- Oakcliff Capital Partners 2022 Q2 filed Aug. 15, 2022
- Oakcliff Capital Partners 2022 Q1 filed May 16, 2022