Oakcliff Capital Partners, LP — 13F Holdings

2026 Q1  ·  8 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Oakcliff Capital Partners, LP maintained a portfolio of 8 distinct positions. They heavily accumulated shares in GUIDEWIRE SOFTWARE INC, increasing the position by 73.3%.
Position History hover any row below to update
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Oakcliff Capital Partners, LP Dallas, TX Hedge Fund AUM $214M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
8
Quarter
2026 Q1
Top Holding
IBKR (30.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IBKR
INTERACTIVE BRO...
Financial Services 30.50% 28.42% #1
Prev: #1
7.0
—
no change no change
P
S
1,030,740 $69,131,732 2017 Q1 13F Filing 2026-03-31 2026-05-15
GIL
GILDAN ACTIVEWE...
Consumer Cyclical 16.74% 18.25% #2
Prev: #2
6.5
—
no change no change
P
S
681,689 $37,935,993 2022 Q4 13F Filing 2026-03-31 2026-05-15
GOOG
ALPHABET INC
Communication Services 14.96% 15.90% #3
Prev: #3
6.0
—
no change no change
P
S
118,161 $33,895,664 2017 Q1 13F Filing 2026-03-31 2026-05-15
TDG
TRANSDIGM GROUP...
Industrials 12.36% 13.78% #4
Prev: #4
5.5
—
no change no change
P
S
24,170 $28,012,063 2017 Q1 13F Filing 2026-03-31 2026-05-15
GWRE
GUIDEWIRE SOFTW...
Technology 9.51% 7.17% #5
Prev: #5
7.3
—
61,000 73.3%
P
S
144,183 $21,564,009 2020 Q4 13F Filing 2026-03-31 2026-05-15
SGU
STAR GROUP LP
Energy 5.96% 5.58% #6 1
Prev: #7
3.4
—
no change no change
P
S
1,099,239 $13,498,655 2017 Q1 13F Filing 2026-03-31 2026-05-15
NRP
NATURAL RESOURC...
Energy 5.45% 5.70% #7 1
Prev: #6
2.7
—
-25,294 -19.9%
P
S
102,057 $12,348,897 2024 Q2 13F Filing 2026-03-31 2026-05-15
LEN
LENNAR CORP
Consumer Cyclical 4.52% 5.20% #8
Prev: #8
2.8
—
no change no change
P
S
118,000 $10,247,120 2025 Q1 13F Filing 2026-03-31 2026-05-15
Showing 1-8 of 8 holdings

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