Oakcliff Capital Partners, LP

CIK Number: 0001657335

200.1M
Market Value
10
# of Holdings
21 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IBKR Interactive Bro...
63.91
+0.66% 257.69K -14.01% 42.67M 46.73 22.48% Share
2 TDG TransDigm Group...
1413.44
-0.87% 21.29K 0.00% 29.45M 261.96 15.52% Share
3 GIL Gildan Activewe...
56.28
+2.46% 611.69K 0.00% 27.05M 29.18 14.25% Share
4 GOOG Alphabet Inc.
203.77
+0.36% 118.16K 0.00% 18.46M 60.15 9.73% Share
5 NRP Natural Resourc...
104.00
+0.58% 153.93K 0.00% 15.99M 98.5 8.43% Share
6 SGU Star Group, L.P...
11.66
+0.09% 1.1M 0.00% 14.49M 9.29 7.63% Share
7 CHTR Charter Communi...
263.22
-2.15% 38.24K 0.00% 14.09M 359.7 7.43% Share
8 GWRE Guidewire Softw...
208.96
-0.03% 65.68K 0.00% 12.31M 111.21 6.48% Share
9 LEN Lennar Corporat...
130.50
-0.3% 104K +100.00% 11.94M 114.78 6.29% Share
10 LGIH LGI Homes, Inc.
65.03
-2.68% 50K -57.04% 3.32M 120.91 1.75% Share