Oakcliff Capital Partners as of June 30, 2025
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 8 positions in its portfolio as reported in the June 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) | 28.5 | $57M | 1.0M | 55.41 | |
| Gildan Activewear Inc Com Cad (GIL) | 16.8 | $34M | 682k | 49.24 | |
| TransDigm Group Incorporated (TDG) | 16.2 | $32M | 21k | 1520.64 | |
| Alphabet Cap Stk Cl C (GOOG) | 10.5 | $21M | 118k | 177.39 | |
| Guidewire Software (GWRE) | 7.7 | $16M | 66k | 235.45 | |
| Natural Resource Partners L Com Unit Ltd Par (NRP) | 7.3 | $15M | 154k | 95.51 | |
| Lennar Corp Cl A (LEN) | 6.5 | $13M | 118k | 110.61 | |
| Star Group Unit Ltd Partnr (SGU) | 6.4 | $13M | 1.1M | 11.70 |
