Oakcliff Capital Partners, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Oakcliff Capital Partners, LP disclosed 9 US equity positions worth $268.5m in its Q2 2026 13F filing. The largest position was IBKR at 33.4% of the reported book, followed by GOOG and GIL. Against the Q1 2026 filing, it opened 1 new position, added to 1 and reduced 0 among the top 9 holdings.
What did Oakcliff Capital Partners, LP own in Q2 2026? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | IBKR INTERACTIVE BROKERS GROUP IN | Financial Services | 33.4% | $89.7m | 1,030,740 | 0% | held |
| 2 | GOOG ALPHABET INC | Communication Services | 15.6% | $41.7m | 118,161 | 0% | held |
| 3 | GIL GILDAN ACTIVEWEAR INC | Consumer Cyclical | 13.1% | $35.2m | 681,689 | 0% | held |
| 4 | TDG TRANSDIGM GROUP INC | Industrials | 12.0% | $32.2m | 24,170 | 0% | held |
| 5 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 7.3% | $19.5m | 158,683 | 10% | added |
| 6 | MCO MOODY'S CORP | Financial Services | 5.7% | $15.4m | 34,000 | – | new |
| 7 | SGU STAR GROUP L P | 5.3% | $14.1m | 1,099,239 | 0% | held | |
| 8 | LEN LENNAR CORP-A | Consumer Cyclical | 4.0% | $10.7m | 118,000 | 0% | held |
| 9 | NRP NATURAL RESOURCE PARTNERS LP | 3.7% | $9.9m | 102,057 | 0% | held |
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.