The Analysis of Oakcliff Capital Partners, LP's Holdings


Currently, Oakcliff Capital Partners, LP holds 8 types of securities in its portfolio with a total value $231.7M. In the most recent quarter, they have increased their positions in TDG (+2.9K shares, valued at $3.8M), NRP (+15.1K shares, valued at $1.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IBKR INTERACTIVE BROKERS GROUP IN1.0M shares0.00%2025-09-302025-11-14history
GIL GILDAN ACTIVEWEAR INC681.7K shares0.00%2025-09-302025-11-14history
TDG TRANSDIGM GROUP INC24.2K shares13.51%2025-09-302025-11-14history
GOOG ALPHABET INC118.2K shares0.00%2025-09-302025-11-14history
NRP NATURAL RESOURCE PARTNERS L169.1K shares9.83%2025-09-302025-11-14history
GWRE GUIDEWIRE SOFTWARE INC65.7K shares0.00%2025-09-302025-11-14history
LEN LENNAR CORP118.0K shares0.00%2025-09-302025-11-14history
SGU STAR GROUP L P1.1M shares0.00%2025-09-302025-11-14history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available