OAKCLIFF CAPITAL PARTNERS, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SGU | 1.10M | $13.00M |
 | IBKR | 1.03M | $70.93M |
 | GIL | 682K | $39.40M |
 | NRP | 169K | $17.75M |
 | GOOG | 118K | $28.78M |
 | LEN | 118K | $14.87M |
 | GWRE | 66K | $15.10M |
 | TDG | 24K | $31.86M |
Star Group, L.P.
SGU
Shares Held
1.10M
Value
$13.00M
Interactive Brokers Group, Inc.
IBKR
Shares Held
1.03M
Value
$70.93M
Gildan Activewear Inc.
GIL
Shares Held
682K
Value
$39.40M
Natural Resource Partners L.P.
NRP
Shares Held
169K
Value
$17.75M
Alphabet Inc.
GOOG
Shares Held
118K
Value
$28.78M
Lennar Corporation
LEN
Shares Held
118K
Value
$14.87M
Guidewire Software, Inc.
GWRE
Shares Held
66K
Value
$15.10M
TransDigm Group Incorporated
TDG
Shares Held
24K
Value
$31.86M