OC

Oakcliff Capital Partners, LP

13F
Oakcliff Capital Partners, LP
Last update 2025-02-16 9 Stocks (0 new)
Value $196.00 Mil Turnover 0 %
Countries:
Top Holdings: IBKR(27.07%)GIL(14.72%)TDG(13.80%)GOOG(11.51%)NRP(8.74%)
Summary Stock Picks Current Portfolio
Oakcliff Capital Partners, LP Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IBKR 		Interactive Brokers Group Inc
299,685
52,945.3
-0.98%
27.070
-0.21%
0.280
-22.36%
-8.36%
17,623.4
Capital Markets
GIL 		Gildan Activewear Inc
611,689
28,780.0
-0.60%
14.720
-0.09%
0.400
-16.09%
-8.99%
6,481.8
Manufacturing - Apparel & Accessories
TDG 		TransDigm Group Inc
21,293
26,984.2
-0.61%
13.800
-0.09%
0.040
+0.15%
+6.69%
75,826.4
Aerospace & Defense
GOOG 		Alphabet Inc
118,161
22,502.6
-0.60%
11.510
-0.06%
0.000
-20.88%
-17.09%
1,906,744.4
Interactive Media
NRP 		Natural Resources Partners LP
153,930
17,086.2
-0.60%
8.740
-0.05%
1.180
-6.44%
-7.95%
1,316.8
Other Energy Sources
CHTR 		Charter Communications Inc
38,239
13,107.2
-0.61%
6.700
-0.04%
0.030
-6.24%
-1.53%
47,931.2
Telecommunication Services
SGU 		Star Group LP
1,099,239
12,685.2
-0.60%
6.490
-0.04%
3.180
+10.27%
+10.36%
433.8
Oil & Gas
GWRE 		Guidewire Software Inc
65,683
11,072.8
-47.22%
5.660
-5.41%
0.080
-5.23%
+15.01%
16,263.6
Software
LGIH 		LGI Homes Inc
116,380
10,404.4
-0.60%
5.320
-0.04%
0.500
-34.75%
-33.08%
1,399.8
Homebuilding & Construction

Oakcliff Capital Partners, LP's Historical Top Holdings Breakdowns

Oakcliff Capital Partners, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GWRE 		Guidewire Software Inc2024-12-31Reduce
-5.41%
â—Ź
168.58 ($186.9) 207.12
$193.89
3.74%
Reduce -47.22%
65,683
-58,752
IBKR 		Interactive Brokers Group Inc2024-12-31Reduce
-0.21%
â—Ź
142.62 ($168.88) 192.95
$161.71
-4.25%
Reduce -0.98%
299,685
-2,962
GIL 		Gildan Activewear Inc2024-12-31Reduce
-0.09%
â—Ź
46.28 ($48.21) 50.23
$42.62
-11.60%
Reduce -0.6%
611,689
-3,710
TDG 		TransDigm Group Inc2024-12-31Reduce
-0.09%
â—Ź
1239 ($1315.74) 1442.53
$1,352.00
2.76%
Reduce -0.61%
21,293
-131
GOOG 		Alphabet Inc2024-12-31Reduce
-0.06%
â—Ź
163.06 ($176.63) 198.16
$157.72
-10.71%
Reduce -0.6%
118,161
-719
NRP 		Natural Resources Partners LP2024-12-31Reduce
-0.05%
â—Ź
93.87 ($103.02) 111
$100.23
-2.71%
Reduce -0.6%
153,930
-936
CHTR 		Charter Communications Inc2024-12-31Reduce
-0.04%
â—Ź
315.41 ($362.06) 408.02
$337.51
-6.78%
Reduce -0.61%
38,239
-235
LGIH 		LGI Homes Inc2024-12-31Reduce
-0.04%
â—Ź
88.68 ($104.79) 116.19
$59.83
-42.90%
Reduce -0.6%
116,380
-708
SGU 		Star Group LP2024-12-31Reduce
-0.04%
â—Ź
10.91 ($11.76) 12.66
$12.55
6.72%
Reduce -0.6%
1,099,239
-6,689
FNF 		Fidelity National Financial Inc2024-09-30Sold Out
-7.14%
â—Ź
48.08 ($56.12) 62.06
$62.00
10.48%
Sold Out
0
-270,000

Oakcliff Capital Partners, LP Total Holding History ($B)

To

Oakcliff Capital Partners, LP's Asset Allocation

To

Oakcliff Capital Partners, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Oakcliff Capital Partners, LP's Hypothetical Growth since 2024-12-31

Oakcliff Capital Partners, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Oakcliff Capital Partners, LP's Holdings Heat Map

Size field:

Oakcliff Capital Partners, LP's Holdings Bubble Chart

Oakcliff Capital Partners, LP News

  • 1

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