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Oakcliff Capital Partners, Lp

13F Holdings
Filed: 2025-08-14
Portfolio Value
200.10M arrow_upward 2.32%
Number of Holdings
lock info
Reporting Date
2025-06-30
Key Stats trending_flat
CIK
0001657335
Filing Date
2025-08-14 10:43:10
Address
410 Park Avenue
New York
NY
Prior Value
195.57M
Top 10 Holdings %
lock
Full Filing
View
Portfolio Value
Oakcliff Capital Partners, Lp
(13F - 2025-06-30)
Interactive Brokers Group In
-
2025-08-14
Value
57.11M
Shares
1.03M
Portfolio %
28.54%
Gildan Activewear Inc
GIL
2025-08-14
Value
33.57M
Shares
681.69K
Portfolio %
16.77%
Transdigm Group Inc
TDG
2025-08-14
Value
32.38M
Shares
21.29K
Portfolio %
16.18%
Alphabet Inc
GOOG
2025-08-14
Value
20.96M
Shares
118.16K
Portfolio %
10.48%
Guidewire Software Inc
-
2025-08-14
Value
15.47M
Shares
65.68K
Portfolio %
7.73%
Natural Resource Partners L
-
2025-08-14
Value
14.70M
Shares
153.93K
Portfolio %
7.35%
Lennar Corp
-
2025-08-14
Value
13.05M
Shares
118.00K
Portfolio %
6.52%
Star Group L P
-
2025-08-14
Value
12.86M
Shares
1.10M
Portfolio %
6.43%
Lgi Homes Inc
-
2025-02-14
Value
0.00
Shares
0.00
Portfolio %
0.00%
Charter Communications Inc N
-
2025-02-14
Value
0.00
Shares
0.00
Portfolio %
0.00%
Top Increases | Oakcliff Capital Partners, Lp
(2024-12-31 → 2025-06-30)
Transdigm Group Inc
TDG
2025-08-14
Value Change
arrow_upward 5.39M
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 2.38%
Portfolio %
16.18%
Guidewire Software Inc
-
2025-08-14
Value Change
arrow_upward 4.39M
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 2.07%
Portfolio %
7.73%
Gildan Activewear Inc
GIL
2025-08-14
Value Change
arrow_upward 4.79M
Shares
arrow_upward 70.00K
Portfolio % Change
arrow_upward 2.06%
Portfolio %
16.77%
Interactive Brokers Group In
-
2025-08-14
Value Change
arrow_upward 4.17M
Shares
arrow_upward 731.05K
Portfolio % Change
arrow_upward 1.47%
Portfolio %
28.54%
Top Decreases | Oakcliff Capital Partners, Lp
(2024-12-31 → 2025-06-30)
Star Group L P
-
2025-08-14
Value Change
arrow_downward 175.88K
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.06%
Portfolio %
6.43%
Alphabet Inc
GOOG
2025-08-14
Value Change
arrow_downward -1542001.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 1.03%
Portfolio %
10.48%
Natural Resource Partners L
-
2025-08-14
Value Change
arrow_downward -2384376.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 1.39%
Portfolio %
7.35%
Oakcliff Capital Partners, Lp (13F - 2025-06-30) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Oakcliff Capital Partners, Lp
(2024-12-31 → 2025-06-30)
Lennar Corp
-
2025-08-14
Value
add_circle 13.05M
Shares
118.00K
Portfolio %
6.52%
% Change
6.52%
Closed Positions | Oakcliff Capital Partners, Lp
(2024-12-31 → 2025-06-30)
Lgi Homes Inc
-
2025-02-14
Value
remove_circle 10.40M
Shares
116.38K
Previous %
27.07%
% Change
-27.07%
Charter Communications Inc N
-
2025-02-14
Value
remove_circle 13.11M
Shares
38.24K
Previous %
27.07%
% Change
-27.07%