Oakcliff Capital Partners, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
OC Oakcliff Capital Partners, LP | Institutional Filer | ▼ 2.84% | $226.6M | 8 |
Current Portfolio Holdings
Showing all 8 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IBKR | Interactive Brokers Group, Inc. | Financial Services | 1.0M | $69.1M | 30.50% |
| 2 | GIL | Gildan Activewear Inc. | Consumer Cyclical | 682K | $37.9M | 16.74% |
| 3 | GOOG | Alphabet Inc. | Technology | 118K | $33.9M | 14.96% |
| 4 | TDG | TransDigm Group Incorporated | Industrials | 24K | $28.0M | 12.36% |
| 5 | GWRE | Guidewire Software, Inc. | Technology | 144K | $21.6M | 9.51% |
| 6 | SGU | Star Group, L.P. | Energy | 1.1M | $13.5M | 5.96% |
| 7 | NRP | Natural Resource Partners L.P. | Energy | 102K | $12.3M | 5.45% |
| 8 | LEN | Lennar Corporation | Consumer Cyclical | 118K | $10.2M | 4.52% |
Showing 1 to 8 of 8 holdings