OAKCLIFF CAPITAL PARTNERS, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SGU | 1.10M | $13.50M |
 | IBKR | 1.03M | $69.13M |
 | GIL | 682K | $37.94M |
 | GWRE | 144K | $21.56M |
 | GOOG | 118K | $33.90M |
 | LEN | 118K | $10.25M |
 | NRP | 102K | $12.35M |
 | TDG | 24K | $28.01M |
Star Group, L.P.
SGU
Shares Held
1.10M
Value
$13.50M
Interactive Brokers Group, Inc.
IBKR
Shares Held
1.03M
Value
$69.13M
Gildan Activewear Inc.
GIL
Shares Held
682K
Value
$37.94M
Guidewire Software, Inc.
GWRE
Shares Held
144K
Value
$21.56M
Alphabet Inc.
GOOG
Shares Held
118K
Value
$33.90M
Lennar Corporation
LEN
Shares Held
118K
Value
$10.25M
Natural Resource Partners L.P.
NRP
Shares Held
102K
Value
$12.35M
TransDigm Group Incorporated
TDG
Shares Held
24K
Value
$28.01M