Oakcliff Capital Partners, LP

Q4 2024 13F Holdings

  • Location
    new york, NY
  • Num holdings

    9

  • Value ($000)

    $195,568

  • Date Filed
    02/14/2025
  • 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 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IBKR
IBKR

INTERACTIVE BROKERS GROUP IN

COM CL A
45841N107
$52.95M
27 %

299,685

GIL
GIL

GILDAN ACTIVEWEAR INC

COM
375916103
$28.78M
15 %

611,689

---

TRANSDIGM GROUP INC

COM
893641100
$26.98M
14 %

21,293

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$22.50M
12 %

118,161

---

NATURAL RESOURCE PARTNERS L

COM UNIT LTD PAR
63900P608
$17.09M
9 %

153,930

CHTR
CHTR

CHARTER COMMUNICATIONS INC N

CL A
16119P108
$13.11M
7 %

38,239

SGU
SGU

STAR GROUP L P

UNIT LTD PARTNR
85512C105
$12.69M
7 %

1,099,239

GWRE
GWRE

GUIDEWIRE SOFTWARE INC

COM
40171V100
$11.07M
6 %

65,683

LGIH
LGIH

LGI HOMES INC

COM
50187T106
$10.40M
5 %

116,380

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