Oakcliff Capital Partners, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 1,030,740 | 1,030,740 | 0 | 57,113,303 | 70,925,219 | 30.61% | +13,811,916 |
| ALPHABET INC(GOOG) | 118,161 | 118,161 | 0 | 20,960,580 | 28,778,112 | 12.42% | +7,817,532 |
| GILDAN ACTIVEWEAR INC(GIL) | 681,689 | 681,689 | 0 | 33,566,366 | 39,401,624 | 17.01% | +5,835,258 |
| NATURAL RESOURCE PARTNERS L(NRP) | 153,930 | 169,057 | +15,127 | 14,701,854 | 17,750,985 | 7.66% | +3,049,131 |
| LENNAR CORP(LEN) | 118,000 | 118,000 | 0 | 13,051,980 | 14,872,720 | 6.42% | +1,820,740 |
| STAR GROUP L P | 1,099,239 | 1,099,239 | 0 | 12,861,096 | 13,003,997 | 5.61% | +142,901 |
| GUIDEWIRE SOFTWARE INC(GWRE) | 65,683 | 65,683 | 0 | 15,465,062 | 15,097,894 | 6.52% | -367,168 |
| TRANSDIGM GROUP INC(TDG) | 21,293 | 24,170 | +2,877 | 32,378,988 | 31,856,543 | 13.75% | -522,445 |