Oakcliff Capital Partners, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Oakcliff Capital Partners, LP disclosed 8 US equity positions worth $226.6m in its Q1 2026 13F filing. The largest position was IBKR at 30.5% of the reported book, followed by GIL and GOOG.
What did Oakcliff Capital Partners, LP own in Q1 2026? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | IBKR INTERACTIVE BROKERS GROUP IN | Financial Services | 30.5% | $69.1m | 1,030,740 | – | |
| 2 | GIL GILDAN ACTIVEWEAR INC | Consumer Cyclical | 16.7% | $37.9m | 681,689 | – | |
| 3 | GOOG ALPHABET INC | Communication Services | 15.0% | $33.9m | 118,161 | – | |
| 4 | TDG TRANSDIGM GROUP INC | Industrials | 12.4% | $28.0m | 24,170 | – | |
| 5 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 9.5% | $21.6m | 144,183 | – | |
| 6 | SGU STAR GROUP LP | 6.0% | $13.5m | 1,099,239 | – | ||
| 7 | NRP NATURAL RESOURCE PARTNERS LP | 5.4% | $12.3m | 102,057 | – | ||
| 8 | LEN LENNAR CORP | Consumer Cyclical | 4.5% | $10.2m | 118,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.