Oakcliff Capital Partners, LP
New York, NY · CIK 1657335 · 13F filing filed 2026-08-13
SEC-registered investment adviser since 2018 · limited liability company
- Assets managed$356.3m
- Staff3 · 2 in investment roles
- Main clients (by assets)Private funds 100%
- Private funds2 (2 hedge) · $356.3m gross assets
- Form ADV · 2026-03-23SEC adviser record
- Kindhedge funds, futures
- Others nearbyNew York, NY
As an employer
- Offices in1 country
- Private fundshedge 2
$268.5m
reported value
+18.5% vs Q1 2026
9positions
100.0%in top 10
1 new
1 added
0 reduced
0 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| INTERACTIVE BROKERS GROUP IN IBKR | $89.7m33.42% | Unchanged |
| ALPHABET INC GOOG | $41.7m15.55% | Unchanged |
| GILDAN ACTIVEWEAR INC GIL | $35.2m13.10% | Unchanged |
| TRANSDIGM GROUP INC TDG | $32.2m11.99% | Unchanged |
| GUIDEWIRE SOFTWARE INC GWRE | $19.5m7.27% | Added +14.5k |
| MOODYS CORP MCO | $15.4m5.74% | New |
| STAR GROUP L P SGU | $14.1m5.26% | Unchanged |
| LENNAR CORP LEN | $10.7m3.98% | Unchanged |
| NATURAL RESOURCE PARTNERS L NRP | $9.9m3.69% | Unchanged |