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Oakcliff Capital Partners, LP

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13F filer, CIK 1657335, New York, NY

Oakcliff Capital Partners, LP reported $268,452,796 across 9 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-003363

Period
2026-06-30
Reported value
$268M
Holdings
9
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MCOnew+34,000$15.4M
GWREadded+14,500$1.78M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

None.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001172661-26-003363, largest first. % of portfolio is the value over $268,452,796, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,647 shares; 2024Q4: 299,685 shares; 2025Q1: 257,685 shares; 2025Q2: 1,030,740 shares; 2025Q3: 1,030,740 shares; 2025Q4: 1,030,740 shares; 2026Q1: 1,030,740 shares; 2026Q2: 1,030,740 shares 1,030,740$89.7M33.42%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,880 shares; 2024Q4: 118,161 shares; 2025Q1: 118,161 shares; 2025Q2: 118,161 shares; 2025Q3: 118,161 shares; 2025Q4: 118,161 shares; 2026Q1: 118,161 shares; 2026Q2: 118,161 shares 118,161$41.7M15.55%0Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 615,399 shares; 2024Q4: 611,689 shares; 2025Q1: 611,689 shares; 2025Q2: 681,689 shares; 2025Q3: 681,689 shares; 2025Q4: 681,689 shares; 2026Q1: 681,689 shares; 2026Q2: 681,689 shares 681,689$35.2M13.1%0Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,424 shares; 2024Q4: 21,293 shares; 2025Q1: 21,293 shares; 2025Q2: 21,293 shares; 2025Q3: 24,170 shares; 2025Q4: 24,170 shares; 2026Q1: 24,170 shares; 2026Q2: 24,170 shares 24,170$32.2M11.99%0Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,435 shares; 2024Q4: 65,683 shares; 2025Q1: 65,683 shares; 2025Q2: 65,683 shares; 2025Q3: 65,683 shares; 2025Q4: 83,183 shares; 2026Q1: 144,183 shares; 2026Q2: 158,683 shares 158,683$19.5M7.27%+14,500Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,000 shares 34,000$15.4M5.74%newTimeline
SGUSTAR GROUP LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,105,928 shares; 2024Q4: 1,099,239 shares; 2025Q1: 1,099,239 shares; 2025Q2: 1,099,239 shares; 2025Q3: 1,099,239 shares; 2025Q4: 1,099,239 shares; 2026Q1: 1,099,239 shares; 2026Q2: 1,099,239 shares 1,099,239$14.1M5.26%0Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,000 shares; 2025Q2: 118,000 shares; 2025Q3: 118,000 shares; 2025Q4: 118,000 shares; 2026Q1: 118,000 shares; 2026Q2: 118,000 shares 118,000$10.7M3.98%0Timeline
NRPNATURAL RESOURCE PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,866 shares; 2024Q4: 153,930 shares; 2025Q1: 153,930 shares; 2025Q2: 153,930 shares; 2025Q3: 169,057 shares; 2025Q4: 127,351 shares; 2026Q1: 102,057 shares; 2026Q2: 102,057 shares 102,057$9.9M3.69%0Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-003363 base2026-08-13acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001172661-26-003363 Quarter ended 2026-06-302026-08-13acceptance time not in the bulk data set
13F-HR 0001172661-26-002106 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001172661-26-001030 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001172661-25-004906 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001172661-25-003336 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001172661-25-001957 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001172661-25-000895 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001172661-24-004818 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001172661-24-003474 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001172661-24-002372 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001172661-24-001088 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001172661-23-003952 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001172661-23-003065 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001172661-23-002175 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001172661-23-000989 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001172661-22-002468 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001172661-22-001837 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0001172661-22-001378 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0001172661-22-000743 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0001172661-21-002300 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0001172661-21-001740 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR 0001172661-21-001215 Quarter ended 2021-03-312021-05-17acceptance time not in the bulk data set
13F-HR 0001172661-21-000706 Quarter ended 2020-12-312021-02-16acceptance time not in the bulk data set
13F-HR 0001172661-20-002206 Quarter ended 2020-09-302020-11-16acceptance time not in the bulk data set
13F-HR 0001172661-20-001705 Quarter ended 2020-06-302020-08-14acceptance time not in the bulk data set
13F-HR 0001172661-20-001299 Quarter ended 2020-03-312020-05-15acceptance time not in the bulk data set
13F-HR 0001172661-20-000765 Quarter ended 2019-12-312020-02-14acceptance time not in the bulk data set
13F-HR 0001172661-19-002230 Quarter ended 2019-09-302019-11-14acceptance time not in the bulk data set
13F-HR 0001172661-19-001826 Quarter ended 2019-06-302019-08-14acceptance time not in the bulk data set
13F-HR 0001172661-19-001242 Quarter ended 2019-03-312019-05-15acceptance time not in the bulk data set
13F-HR 0001172661-19-000506 Quarter ended 2018-12-312019-02-14acceptance time not in the bulk data set
13F-HR 0001172661-18-002032 Quarter ended 2018-09-302018-11-14acceptance time not in the bulk data set
13F-HR 0001657335-18-000006 Quarter ended 2018-06-302018-08-15acceptance time not in the bulk data set
13F-HR/A 0001657335-18-000005 Quarter ended 2018-03-312018-05-15acceptance time not in the bulk data set
13F-HR 0001657335-18-000003 Quarter ended 2018-03-312018-05-14acceptance time not in the bulk data set
13F-HR 0001657335-18-000001 Quarter ended 2017-12-312018-02-13acceptance time not in the bulk data set
13F-HR 0001657335-17-000004 Quarter ended 2017-09-302017-11-14acceptance time not in the bulk data set
13F-HR 0001657335-17-000003 Quarter ended 2017-06-302017-08-14acceptance time not in the bulk data set
13F-HR 0001657335-17-000002 Quarter ended 2017-03-312017-05-12acceptance time not in the bulk data set