Oakcliff Capital Partners
Oakcliff Capital Partners reported 9 stocks worth $268M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are IBKR (33.4%), GOOG (15.6%) and GIL (13.1%). Compared with Q1 2026, the fund opened new positions in MCO and added to GWRE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IBKR Interactive Brokers Grouclass Class A | $89.7M | 33.4% | 1M | No change | 8 of 8 | |
| 2 |  GOOG Alphabet Inc | $41.7M | 15.6% | 118K | No change | 8 of 8 | |
| 3 |  GIL Gildan Activewear Inc F | $35.2M | 13.1% | 682K | No change | 8 of 8 | |
| 4 |  TDG Transdigm Group Inc | $32.2M | 12.0% | 24K | No change | 8 of 8 | |
| 5 |  GWRE Guidewire Software Inc | $19.5M | 7.3% | 159K | +15K (+10%) | 8 of 8 | |
| 6 |  MCO Moodys Corp | $15.4M | 5.7% | 34K | New position | 1 of 8 | |
| 7 |  SGU Star Group L P | $14.1M | 5.3% | 1.1M | No change | 8 of 8 | |
| 8 |  LEN Lennar Corp | $10.7M | 4.0% | 118K | No change | 6 of 8 | |
| 9 |  NRP Natural Resource Partners L | $9.9M | 3.7% | 102K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Oakcliff Capital Partners 13F FAQ
What does Oakcliff Capital Partners own?
Oakcliff Capital Partners reported 9 stocks worth $268M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are IBKR (33.4%), GOOG (15.6%) and GIL (13.1%). The table above lists every position in the filing (the top 10 without an account).
What did Oakcliff Capital Partners buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 1 added to, 0 trimmed and 0 sold out. New positions include MCO.
When will Oakcliff Capital Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Oakcliff Capital Partners's portfolio worth?
The Q2 2026 filing reports $268M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.