The Analysis of Oakcliff Capital Partners, LP's Holdings


Currently, Oakcliff Capital Partners, LP holds 8 types of securities in its portfolio with a total value $233.2M. In the most recent quarter, they have increased their positions in GWRE (+17.5K shares, valued at $3.5M); decreased their positions in NRP (-41.7K shares, valued at $4.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IBKR INTERACTIVE BROKERS GROUP IN1.0M shares0.00%2025-12-312026-02-17history
GIL GILDAN ACTIVEWEAR INC681.7K shares0.00%2025-12-312026-02-17history
ALPHABET INC ALPHABET INC118.2K shares0.00%2025-12-312026-02-17history
TDG TRANSDIGM GROUP INC24.2K shares0.00%2025-12-312026-02-17history
GWRE GUIDEWIRE SOFTWARE INC83.2K shares26.64%2025-12-312026-02-17history
NRP NATURAL RESOURCE PARTNERS L127.4K shares-24.67%2025-12-312026-02-17history
SGU STAR GROUP L P1.1M shares0.00%2025-12-312026-02-17history
LEN LENNAR CORP118.0K shares0.00%2025-12-312026-02-17history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: Oakcliff Capital Partners, LP | TradeFomo