Oakcliff Capital Partners as of March 31, 2025
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 10 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Interactive Brokers Group In Com Cl A (IBKR) | 22.5 | $43M | 258k | 165.59 | |
| TransDigm Group Incorporated (TDG) | 15.5 | $30M | 21k | 1383.29 | |
| Gildan Activewear Inc Com Cad (GIL) | 14.3 | $27M | 612k | 44.22 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.7 | $19M | 118k | 156.23 | |
| Natural Resource Partners L Com Unit Ltd Par (NRP) | 8.4 | $16M | 154k | 103.90 | |
| Star Group Unit Ltd Partnr (SGU) | 7.6 | $15M | 1.1M | 13.18 | |
| Charter Communications Inc N Cl A (CHTR) | 7.4 | $14M | 38k | 368.53 | |
| Guidewire Software (GWRE) | 6.5 | $12M | 66k | 187.36 | |
| Lennar Corp Cl A (LEN) | 6.3 | $12M | 104k | 114.78 | |
| Lgi Homes (LGIH) | 1.8 | $3.3M | 50k | 66.47 |
