OAKCLIFF CAPITAL PARTNERS, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SGU | 1.10M | $13.01M |
 | IBKR | 1.03M | $66.29M |
 | GIL | 682K | $42.58M |
 | NRP | 127K | $13.30M |
 | GOOG | 118K | $37.08M |
 | LEN | 118K | $12.13M |
 | GWRE | 83K | $16.72M |
 | TDG | 24K | $32.14M |
Star Group, L.P.
SGU
Shares Held
1.10M
Value
$13.01M
Interactive Brokers Group, Inc.
IBKR
Shares Held
1.03M
Value
$66.29M
Gildan Activewear Inc.
GIL
Shares Held
682K
Value
$42.58M
Natural Resource Partners L.P.
NRP
Shares Held
127K
Value
$13.30M
Alphabet Inc.
GOOG
Shares Held
118K
Value
$37.08M
Lennar Corporation
LEN
Shares Held
118K
Value
$12.13M
Guidewire Software, Inc.
GWRE
Shares Held
83K
Value
$16.72M
TransDigm Group Incorporated
TDG
Shares Held
24K
Value
$32.14M