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Oakcliff Capital Partners, LP

Q4 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    8

  • Value ($000)

    $233,248

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001657335
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IBKR

INTERACTIVE BROKERS GROUP IN

COM CL A
45841N107
$66.29M
28 %

1,030,740

G
GIL

GILDAN ACTIVEWEAR INC

COM
375916103
$42.58M
18 %

681,689

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$37.08M
16 %

118,161

---

TRANSDIGM GROUP INC

COM
893641100
$32.14M
14 %

24,170

G
GWRE

GUIDEWIRE SOFTWARE INC

COM
40171V100
$16.72M
7 %

83,183

---

NATURAL RESOURCE PARTNERS L

COM UNIT LTD PAR
63900P608
$13.3M
6 %

127,351

S
SGU

STAR GROUP L P

UNIT LTD PARTNR
85512C105
$13.01M
6 %

1,099,239

L
LEN

LENNAR CORP

CL A
526057104
$12.13M
5 %

118,000

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