Oakcliff Capital Partners, LP Holdings & Portfolio - 13F Filings Analysis - Stocknear

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...
64.97
+0.79% 257.69K -14.01% 42.67M 46.73 22.48% Share
2 TDG TransDigm Group...
1289.76
-0.79% 21.29K 0.00% 29.45M 261.96 15.52% Share
3 GIL Gildan Activewe...
56.70
-0.23% 611.69K 0.00% 27.05M 29.18 14.25% Share
4 GOOG Alphabet Inc.
246.57
-0.51% 118.16K 0.00% 18.46M 60.15 9.73% Share
5 NRP Natural Resourc...
102.95
-0.18% 153.93K 0.00% 15.99M 98.5 8.43% Share
6 SGU Star Group, L.P...
11.71
+1.12% 1.1M 0.00% 14.49M 9.29 7.63% Share
7 CHTR Charter Communi...
270.57
+2.73% 38.24K 0.00% 14.09M 359.7 7.43% Share
8 GWRE Guidewire Softw...
234.64
-0.86% 65.68K 0.00% 12.31M 111.21 6.48% Share
9 LEN Lennar Corporat...
124.03
-1.32% 104K +100.00% 11.94M 114.78 6.29% Share
10 LGIH LGI Homes, Inc.
51.28
-5.27% 50K -57.04% 3.32M 120.91 1.75% Share
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