Oakcliff Capital Partners, LP
•CIK: 1657335•Filing: Q4 2025
Oakcliff Capital Partners, LP manages $233M in assets, concentrating its portfolio in 8 positions. The fund's top holdings include Interactive Brokers Group Inc. (IBKR) at $66.3M, Gildan Activewear Inc. (GIL) at $42.6M, and Alphabet Inc. (GOOG) at $37.1M, collectively accounting for 63% of its portfolio. Notable smaller positions include T7D at $32.1M and Guidewire Software Inc. (GWRE) at $16.7M. These allocations reflect the manager's strategic focus on a mix of financial services, technology, and consumer staples.
Total AUM
$233.2M
QoQ Performance
+0.7%
Positions
8
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IBKR
GIL
GOOG
T7D
GWRE
NRP
SGU
LEN
IBKR28.4%
GIL18.3%
GOOG15.9%
T7D13.8%
GWRE7.2%
NRP5.7%
SGU5.6%
LEN5.2%
📈 Biggest Buys
GWRE
GUIDEWIRE SOFTWARE INC
+26.6%
7.2% of portfolio
📉 Biggest Sells
NRP
NATURAL RESOURCE PARTNERS L
-24.7%
5.7% of portfolio
Sector Breakdown
Other78.9%
Technology15.9%
Consumer5.2%
Changes from Q3 2025
↑1 increased
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023