Stock Taper 
OAKCLIFF CAPITAL PARTNERS, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 TransDigm Group Incorporated | TDG | 24.17K | $32.2M |
 Moody's Corporation | MCO | 34K | $15.4M |
 Lennar Corporation | LEN | 118K | $10.68M |
 Alphabet Inc. | GOOG | 118.16K | $41.75M |
 Guidewire Software, Inc. | GWRE | 158.68K | $19.53M |
 Gildan Activewear Inc. | GIL | 681.69K | $35.18M |
 Interactive Brokers Group, Inc. | IBKR | 1.03M | $89.72M |
 Star Group, L.P. | SGU | 1.1M | $14.11M |