SEC Form 13F

Oakcliff Capital Partners, LP 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$268,452,796
Positions9

Largest disclosed positions

IssuerTickerClassReported valueReported amount
INTERACTIVE BROKERS GROUP INIBKRCOM CL A$89,715,6101,030,740
ALPHABET INCGOOGCAP STK CL C$41,749,826118,161
GILDAN ACTIVEWEAR INCGILCOM$35,175,152681,689
TRANSDIGM GROUP INCTDGCOM$32,195,40724,170
GUIDEWIRE SOFTWARE INCGWRECOM$19,525,943158,683
MOODY'S CORPMCOCOM$15,399,28034,000
STAR GROUP L PSGUUNIT LTD PARTNR$14,114,2291,099,239
LENNAR CORP-ALENCL A$10,677,820118,000
NATURAL RESOURCE PARTNERS LPNRPCOM UNIT LTD PAR$9,899,529102,057

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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