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Oakcliff Capital Partners, LP

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13F filer, CIK 1657335, New York, NY

Oakcliff Capital Partners, LP reported $233,248,030 across 8 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001030

Period
2025-12-31
Reported value
$233M
Holdings
8
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GWREadded+17,500$3.52M

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

SecurityShares changeApprox. value
NRPreduced-41,706-$4.35M

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.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001172661-26-001030, largest first. % of portfolio is the value over $233,248,030, 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; 2024Q1: restricted; 2024Q2: restricted; 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 1,030,740$66.3M28.42%0Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615,399 shares; 2024Q4: 611,689 shares; 2025Q1: 611,689 shares; 2025Q2: 681,689 shares; 2025Q3: 681,689 shares; 2025Q4: 681,689 shares 681,689$42.6M18.25%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,880 shares; 2024Q4: 118,161 shares; 2025Q1: 118,161 shares; 2025Q2: 118,161 shares; 2025Q3: 118,161 shares; 2025Q4: 118,161 shares 118,161$37.1M15.9%0Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,424 shares; 2024Q4: 21,293 shares; 2025Q1: 21,293 shares; 2025Q2: 21,293 shares; 2025Q3: 24,170 shares; 2025Q4: 24,170 shares 24,170$32.1M13.78%0Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,435 shares; 2024Q4: 65,683 shares; 2025Q1: 65,683 shares; 2025Q2: 65,683 shares; 2025Q3: 65,683 shares; 2025Q4: 83,183 shares 83,183$16.7M7.17%+17,500Timeline
NRPNATURAL RESOURCE PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,866 shares; 2024Q4: 153,930 shares; 2025Q1: 153,930 shares; 2025Q2: 153,930 shares; 2025Q3: 169,057 shares; 2025Q4: 127,351 shares 127,351$13.3M5.7%-41,706Timeline
SGUSTAR GROUP LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 1,099,239$13M5.58%0Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,000 shares; 2025Q2: 118,000 shares; 2025Q3: 118,000 shares; 2025Q4: 118,000 shares 118,000$12.1M5.2%0Timeline

How Q4 2025 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 0001172661-26-001030 base2026-02-17acceptance time not in the bulk data set