The Analysis of Oakcliff Capital Partners, LP's Holdings & P&L

Currently, Oakcliff Capital Partners, LP holds 8 types of securities in its portfolio with a total value $226.6M. In the most recent quarter, they have increased their positions in GWRE (+61.0K shares, valued at $9.1M); decreased their positions in NRP (-25.3K shares, valued at $3.1M).

1M P&L

+3.9M+1.98%

3M P&L

-10.4M-4.92%

HY P&L

+7.7M+3.97%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Capital Markets66.3M

33.8%

2Apparel Manufacturing42.6M

21.7%

3Aerospace & Defense32.1M

16.4%

Top Industries by Stock Count

1Apparel Manufacturing1 stocks

14.3%

2Software - Application1 stocks

14.3%

3Capital Markets1 stocks

14.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IBKR INTERACTIVE BROKERS GROUP IN1.0M shares0.00%2026-03-312026-05-15

GIL GILDAN ACTIVEWEAR INC681.7K shares0.00%2026-03-312026-05-15

ALPHABET INC ALPHABET INC118.2K shares0.00%2026-03-312026-05-15

TDG TRANSDIGM GROUP INC24.2K shares0.00%2026-03-312026-05-15

GWRE GUIDEWIRE SOFTWARE INC144.2K shares73.33%2026-03-312026-05-15

SGU STAR GROUP LP1.1M shares0.00%2026-03-312026-05-15

NRP NATURAL RESOURCE PARTNERS LP102.1K shares-19.86%2026-03-312026-05-15

LEN LENNAR CORP118.0K shares0.00%2026-03-312026-05-15