Oakcliff Capital Partners, LP — 13F holdings

Oakcliff Capital Partners, LP reported 9 holdings worth $268M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. IBKR INTERACTIVE BROKERS GROUP IN — $89.7M (33.4%)
2. GOOG ALPHABET INC — $41.7M (15.6%)
3. GIL GILDAN ACTIVEWEAR INC — $35.2M (13.1%)
4. TDG TRANSDIGM GROUP INC — $32.2M (12.0%)
5. GWRE GUIDEWIRE SOFTWARE INC — $19.5M (7.3%)
6. MCO MOODYS CORP — $15.4M (5.7%)
7. SGU STAR GROUP L P — $14.1M (5.3%)
8. LEN LENNAR CORP — $10.7M (4.0%)
9. NRP NATURAL RESOURCE PARTNERS L — $9.90M (3.7%)