13FBOX
Oakcliff Capital Partners, LP · 13F Holdings
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Oakcliff Capital Partners, LP

No.6137 Data as of 2026Q2
Latest AUM (Q2 2026)
$268.5M
QoQ Change Q1 2026
+$41.8M+18.5%
Holdings
9
New Buys
1
Adds
1
Reduces
0
Exits
0
Unchanged
7
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
INTERACTIVE BROKERS GROUP INC COM CL AIBKR
33.42%30.5%$89.7M1.0M$69.1M1.0M00.00%Unchanged
AAlphabet Inc Class CGOOG
15.55%14.96%$41.7M118,161$33.9M118,16100.00%Unchanged
GILDAN ACTIVEWEAR INCGIL
13.1%16.74%$35.2M681,689$37.9M681,68900.00%Unchanged
TRANSDIGM GROUP INCTDG
11.99%12.36%$32.2M24,170$28.0M24,17000.00%Unchanged
GGUIDEWIRE SOFTWARE INCGWRE
7.27%9.51%$19.5M158,683$21.6M144,183+14,500+10.06%Add
MOODYS CORPMCO
5.74%$15.4M34,000$00+34,000New Buy
STAR GROUP LPSGU
5.26%5.96%$14.1M1.1M$13.5M1.1M00.00%Unchanged
LENNAR CORPLEN
3.98%4.52%$10.7M118,000$10.2M118,00000.00%Unchanged
NATURAL RESOURCE PARTNERS L COMNRP
3.69%5.45%$9.9M102,057$12.3M102,05700.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow