Holders — by stockHoldings — by fund
Oakcliff Capital Partners, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1657335
$268.5M
disclosed book value
9
positions
33.4%
largest position share
Positions, as of 2026-06-30
top 9 of 9 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IBKRINTERACTIVE BROKERS GROUP IN | 1.0M | $89.7M | 33.4% |
| 2 | GOOGALPHABET INC | 118,161 | $41.7M | 15.6% |
| 3 | GILGILDAN ACTIVEWEAR INC | 681,689 | $35.2M | 13.1% |
| 4 | TDGTRANSDIGM GROUP INC | 24,170 | $32.2M | 12% |
| 5 | GWREGUIDEWIRE SOFTWARE INC | 158,683 | $19.5M | 7.3% |
| 6 | MCOMOODY'S CORP | 34,000 | $15.4M | 5.7% |
| 7 | SGUSTAR GROUP L P | 1.1M | $14.1M | 5.3% |
| 8 | LENLENNAR CORP-A | 118,000 | $10.7M | 4% |
| 9 | NRPNATURAL RESOURCE PARTNERS LP | 102,057 | $9.9M | 3.7% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.