Oakcliff Capital Partners

Latest statistics and disclosures from Oakcliff Capital Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IBKR, GOOG, GIL, TDG, GWRE, and represent 81.34% of Oakcliff Capital Partners's stock portfolio.
  • Added to shares of these 2 stocks: MCO (+$15M), GWRE.
  • Started 1 new stock position in MCO.
  • Oakcliff Capital Partners was a net buyer of stock by $17M.
  • Oakcliff Capital Partners has $269M in assets under management (AUM), dropping by 18.45%.
  • Central Index Key (CIK): 0001657335

Tip: Access up to 7 years of quarterly data

Positions held by Oakcliff Capital Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Oakcliff Capital Partners

Oakcliff Capital Partners holds 9 positions in its portfolio as reported in the June 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) 33.4 $90M 1.0M 87.04
 View chart
Alphabet Cap Stk Cl C (GOOG) 15.6 $42M 118k 353.33
 View chart
Gildan Activewear Inc Com Cad (GIL) 13.1 $35M 682k 51.60
 View chart
TransDigm Group Incorporated (TDG) 12.0 $32M 24k 1332.04
 View chart
Guidewire Software (GWRE) 7.3 $20M +10% 159k 123.05
 View chart
Moody's Corporation (MCO) 5.7 $15M NEW 34k 452.92
 View chart
Star Group Unit Ltd Partnr (SGU) 5.3 $14M 1.1M 12.84
 View chart
Lennar Corp-a Cl A (LEN) 4.0 $11M 118k 90.49
 View chart
Natural Resource Partners Com Unit Ltd Par (NRP) 3.7 $9.9M 102k 97.00
 View chart

Past Filings by Oakcliff Capital Partners

SEC 13F filings are viewable for Oakcliff Capital Partners going back to 2017

View all past filings