Oakcliff Capital Partners as of Dec. 31, 2025
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 8 positions in its portfolio as reported in the December 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) | 28.4 | $66M | 1.0M | 64.31 | |
| Gildan Activewear Inc Com Cad (GIL) | 18.3 | $43M | 682k | 62.46 | |
| Alphabet Cap Stk Cl C (GOOG) | 15.9 | $37M | 118k | 313.80 | |
| TransDigm Group Incorporated (TDG) | 13.8 | $32M | 24k | 1329.85 | |
| Guidewire Software (GWRE) | 7.2 | $17M | 83k | 201.01 | |
| Natural Resource Partners L Com Unit Ltd Par (NRP) | 5.7 | $13M | 127k | 104.40 | |
| Star Group Unit Ltd Partnr (SGU) | 5.6 | $13M | 1.1M | 11.84 | |
| Lennar Corp Cl A (LEN) | 5.2 | $12M | 118k | 102.80 |
