Holdings of Oakcliff Capital Partners, LP
7 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Financials 36.6 %
- Communication 18.0 %
- Industrials 5.4 %
- Unattributed 40.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 7 | 188.7M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Interactive Brokers Group Inc | 1,030,740 | 69.1M $ | |
| 2 | Alphabet Inc | 118,161 | 33.9M $ | |
| 3 | TransDigm Group Inc | 24,170 | 28M $ | |
| 4 | Guidewire Software Inc | 144,183 | 21.6M $ | |
| 5 | Star Group LP | 1,099,239 | 13.5M $ | |
| 6 | Natural Resource Partners L.P. | 102,057 | 12.3M $ | |
| 7 | Lennar Corp | 118,000 | 10.2M $ |