Oakcliff Capital Partners, LP 13F Holdings
CIK 0001657335 · NEW YORK, NY
As of Sep 30, 2025, Oakcliff Capital Partners, LP reported 8 positions worth $231.7M in its SEC Form 13F filing.
Top 8 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| INTERACTIVE BROKERS GROUP INC | IBKR | Financial Services | 1,030,740 | $70.9M | 30.61% |
| GILDAN ACTIVEWEAR INC | GIL | Consumer Cyclical | 681,689 | $39.4M | 17.01% |
| TRANSDIGM GROUP INC | TDG | Industrials | 24,170 | $31.9M | 13.75% |
| ALPHABET INC | GOOG | Equity | 118,161 | $28.8M | 12.42% |
| NATURAL RESOURCE PARTNERS L | NRP | — | 169,057 |