Oakcliff Capital Partners as of March 31, 2026
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 8 positions in its portfolio as reported in the March 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) | 30.5 | $69M | 1.0M | 67.07 | |
| Gildan Activewear Inc Com Cad (GIL) | 16.7 | $38M | 682k | 55.65 | |
| Alphabet Cap Stk Cl C (GOOG) | 15.0 | $34M | 118k | 286.86 | |
| TransDigm Group Incorporated (TDG) | 12.4 | $28M | 24k | 1158.96 | |
| Guidewire Software (GWRE) | 9.5 | $22M | 144k | 149.56 | |
| Star Group Unit Ltd Partnr (SGU) | 6.0 | $14M | 1.1M | 12.28 | |
| Natural Resource Partners Com Unit Ltd Par (NRP) | 5.4 | $12M | 102k | 121.00 | |
| Lennar Corp Cl A (LEN) | 4.5 | $10M | 118k | 86.84 |
