StockDriftsStockDriftsTop 9 Oakcliff Capital Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBKR | INTERACTIVE BROKERS GROUP IN | 33.42% | 1.03M | $89.7M | +0.00%(+0) | $12.19(+672.96%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 15.55% | 118.2K | $41.7M | +0.00%(+0) | $54.63(+527.27%) | 2026-06-30 | |
| GIL | GILDAN ACTIVEWEAR INC | 13.1% | 681.7K | $35.2M | +0.00%(+0) | $30.70(+84.76%) | 2026-06-30 | |
| TDG | TRANSDIGM GROUP INC | 11.99% | 24.2K | $32.2M | +0.00%(+0) | $442.56(+184.01%) | 2026-06-30 | |
| GWRE | GUIDEWIRE SOFTWARE INC | 7.27% | 158.7K | $19.5M | +10.06%(+14.50K) | $149.49(+17.46%) | 2026-06-30 | |
| MCO | MOODY'S CORP | 5.74% | 34.0K | $15.4M | new | $442.49(+9.60%) | 2026-06-30 | |
| SGU | STAR GROUP L P | 5.26% | 1.10M | $14.1M | +0.00%(+0) | $10.04(+26.41%) | 2026-06-30 | |
| LEN | LENNAR CORP-A | 3.98% | 118.0K | $10.7M | +0.00%(+0) | $122.08(-29.37%) | 2026-06-30 | |
| NRP | NATURAL RESOURCE PARTNERS LP | 3.69% | 102.1K | $9.9M | +0.00%(+0) | $91.66(+14.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.95% | +95.06% | +6.15% | +34.77% |
| Top 20 Holdings Unweighted | +17.92% | +63.95% | +5.57% | +31.11% |
Oakcliff Capital Partners LP reports $268.45M in US-listed equity holdings across 9 positions in its most recent 13F filing. Its largest disclosed positions are IBKR (33.4%), GOOG (15.6%) and GIL (13.1%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +95.06% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Oakcliff Capital Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1657335). View Oakcliff Capital Partners LP’s 13F filings on SEC