Oakcliff Capital Partners as of June 30, 2026
Portfolio Holdings for Oakcliff Capital Partners
Oakcliff Capital Partners holds 9 positions in its portfolio as reported in the June 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) | 33.4 | $90M | 1.0M | 87.04 | |
| Alphabet Cap Stk Cl C (GOOG) | 15.6 | $42M | 118k | 353.33 | |
| Gildan Activewear Inc Com Cad (GIL) | 13.1 | $35M | 682k | 51.60 | |
| TransDigm Group Incorporated (TDG) | 12.0 | $32M | 24k | 1332.04 | |
| Guidewire Software (GWRE) | 7.3 | $20M | 159k | 123.05 | |
| Moody's Corporation (MCO) | 5.7 | $15M | 34k | 452.92 | |
| Star Group Unit Ltd Partnr (SGU) | 5.3 | $14M | 1.1M | 12.84 | |
| Lennar Corp-a Cl A (LEN) | 4.0 | $11M | 118k | 90.49 | |
| Natural Resource Partners Com Unit Ltd Par (NRP) | 3.7 | $9.9M | 102k | 97.00 |
