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13F-HR filed by Oakcliff Capital Partners, LP

Oakcliff Capital Partners, LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-13, with 9 holding rows worth $268,452,796.

Accession
0001172661-26-003363
Filed
2026-08-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 9 entries on the cover page, a total value of $268,452,796 stated on the cover page (in dollars after the unit check, H1), rows summing to $268,452,796 with VALUE read as dollars as filed, 13F file number 028-18058. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
INTERACTIVE BROKERS GROUP INC COM CL A45841N107Stock1,030,740$89,715,610dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM118,161$41,749,826dollars as filed
GILDAN ACTIVEWEAR INC COM375916103Stock681,689$35,175,152dollars as filed
TRANSDIGM GROUP INC COM893641100Stock24,170$32,195,407dollars as filed
GUIDEWIRE SOFTWARE INC COM40171V100Stock158,683$19,525,943dollars as filed
MOODYS CORP COM615369105Stock34,000$15,399,280dollars as filed
STAR GROUP LP85512C105UNIT LTD PARTNR1,099,239$14,114,229dollars as filed
LENNAR CORP CL A526057104Stock118,000$10,677,820dollars as filed
NATURAL RESOURCE PARTNERS LP63900P608COM UNIT LTD PAR102,057$9,899,529dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-26-003363this filing2026-08-13acceptance time not in the bulk data set