Oakcliff Capital Partners, LP
Oakcliff Capital Partners, LP reported 9 US-listed holdings worth $268.5 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Interactive Brokers Group, Inc. (33.4%), Alphabet Inc. (15.6%) and Gildan Activewear Inc. (13.1%). Against the quarter before, it opened 1 position, added to 1, trimmed 0 and sold out of 0.
The 9 largest of its 9 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +35.5% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Moody's Corp. MCO$15.4 million
Added to 1
- Guidewire Software, Inc. GWRE+14,500 shares · +10%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Interactive Brokers Group, Inc. IBKR | 1.0M | $89.7 million | 33.42% | no change |
| Alphabet Inc. GOOG | 118.2K | $41.7 million | 15.55% | no change |
| Gildan Activewear Inc. GIL | 681.7K | $35.2 million | 13.10% | no change |
| TransDigm Group Inc. TDG | 24.2K | $32.2 million | 11.99% | no change |
| Guidewire Software, Inc. GWRE | 158.7K | $19.5 million | 7.27% | +14.5K |
| Moody's Corp. MCO | 34.0K | $15.4 million | 5.74% | new |
| Star Group L P SGU | 1.1M | $14.1 million | 5.26% | no change |
| Lennar Corp. LEN | 118.0K | $10.7 million | 3.98% | no change |
| Natural Resource Partners L NRP | 102.1K | $9.9 million | 3.69% | no change |