Oakcliff Capital Partners as of Sept. 30, 2025
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 8 positions in its portfolio as reported in the September 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) | 30.6 | $71M | 1.0M | 68.81 | |
| Gildan Activewear Inc Com Cad (GIL) | 17.0 | $39M | 682k | 57.80 | |
| TransDigm Group Incorporated (TDG) | 13.7 | $32M | 24k | 1318.02 | |
| Alphabet Cap Stk Cl C (GOOG) | 12.4 | $29M | 118k | 243.55 | |
| Natural Resource Partners L Com Unit Ltd Par (NRP) | 7.7 | $18M | 169k | 105.00 | |
| Guidewire Software (GWRE) | 6.5 | $15M | 66k | 229.86 | |
| Lennar Corp Cl A (LEN) | 6.4 | $15M | 118k | 126.04 | |
| Star Group Unit Ltd Partnr (SGU) | 5.6 | $13M | 1.1M | 11.83 |
