StockDriftsStockDriftsTop 8 Oakcliff Capital Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBKR | INTERACTIVE BROKERS GROUP IN | 30.5% | 1.03M | $69.1M | +0.00%(+0) | $12.19(+613.50%) | 2026-03-31 | |
| GIL | GILDAN ACTIVEWEAR INC | 16.74% | 681.7K | $37.9M | +0.00%(+0) | $30.70(+84.02%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 14.96% | 118.2K | $33.9M | +0.00%(+0) | $54.63(+620.03%) | 2026-03-31 | |
| TDG | TRANSDIGM GROUP INC | 12.36% | 24.2K | $28.0M | +0.00%(+0) | $442.56(+159.62%) | 2026-03-31 | |
| GWRE | GUIDEWIRE SOFTWARE INC | 9.51% | 144.2K | $21.6M | +73.33%(+61.00K) | $151.05(-13.84%) | 2026-03-31 | |
| SGU | STAR GROUP LP | 5.96% | 1.10M | $13.5M | +0.00%(+0) | $10.04(+26.80%) | 2026-03-31 | |
| NRP | NATURAL RESOURCE PARTNERS LP | 5.45% | 102.1K | $12.3M | -19.86%(-25.29K) | $91.66(+16.62%) | 2026-03-31 | |
| LEN | LENNAR CORP | 4.52% | 118.0K | $10.2M | +0.00%(+0) | $122.08(-32.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +23.15% | +86.79% |
| Top 20 Holdings Unweighted | +17.80% | +63.47% |
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