Oakcliff Capital Partners, LP
Annual return '25
+27.9%
SPY '25
+17.7%
Alpha
+10.2ptsvs SPY
Invested
$226.6M
Holdings
8
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IBKR
INTERACTIVE BROKERS GROUP IN
Q1 2026: Exited (was 380.4k shares)
30.5%
02
$GIL
GILDAN ACTIVEWEAR INC
Q1 2026: New position (13.4k shares)
16.7%
03
$GOOG
ALPHABET INC
Q1 2026: Sold 93.5% (596.3k → 39.0k shares)
15.0%
04
$TDG
TRANSDIGM GROUP INC
Q1 2026: New position (420 shares)
12.4%
05
$GWRE
GUIDEWIRE SOFTWARE INC
Q1 2026: Exited (was 8.1k shares)
9.5%
06
$SGU
STAR GROUP LP
Q4 2025: Exited (was 1.10M shares)
6.0%
07
$NRP
NATURAL RESOURCE PARTNERS LP
Q4 2025: Exited (was 169.1k shares)
5.4%
08
$LEN
LENNAR CORP
Q1 2026: Sold 85.5% (132.6k → 19.2k shares)
4.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:33 UTC.