Oakcliff Capital Partners, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| GUIDEWIRE SOFTWARE INC(GWRE) | 83,183 | 144,183 | +61,000 | 16,720,615 | 21,564,009 | 9.51% | +4,843,394 |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 1,030,740 | 1,030,740 | 0 | 66,286,889 | 69,131,732 | 30.50% | +2,844,843 |
| STAR GROUP LP | 1,099,239 | 1,099,239 | 0 | 13,014,990 | 13,498,655 | 5.96% | +483,665 |
| NATURAL RESOURCE PARTNERS LP(NRP) | 127,351 | 102,057 | -25,294 | 13,295,444 | 12,348,897 | 5.45% | -946,547 |
| LENNAR CORP(LEN) | 118,000 | 118,000 | 0 | 12,130,400 | 10,247,120 | 4.52% | -1,883,280 |
| ALPHABET INC(GOOG) | 118,161 | 118,161 | 0 | 37,078,922 | 33,895,664 | 14.96% | -3,183,258 |
| TRANSDIGM GROUP INC(TDG) | 24,170 | 24,170 | 0 | 32,142,475 | 28,012,063 | 12.36% | -4,130,412 |
| GILDAN ACTIVEWEAR INC(GIL) | 681,689 | 681,689 | 0 | 42,578,295 | 37,935,993 | 16.74% | -4,642,302 |