Investor Details
| Filer Name: | OAKCLIFF CAPITAL PARTNERS, LP |
|---|---|
| CIK: | 1657335 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 9 |
| Portfolio Value: | $0.20B |
Oakcliff Capital Partners, Lp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| IBKR | US | INTERACTIVE BROKERS GRO-CL A | 299,685 | $53M | 27.07% | -1.0% | - |
| GIL | US | GILDAN ACTIVEWEAR INC | 611,689 | $29M | 14.72% | -0.6% | - |
| TDG | US | TRANSDIGM GROUP INC | 21,293 | $27M | 13.80% | -0.6% | - |
| GOOG | US | ALPHABET INC-CL C | 118,161 | $23M | 11.51% | -0.6% | - |
| NRP | US | NATURAL RESOURCE PARTNERS LP | 153,930 | $17M | 8.74% | -0.6% | - |
| CHTR | US | CHARTER COMMUNICATIONS INC-A | 38,239 | $13M | 6.70% | -0.6% | - |
| SGU | US | STAR GROUP LP | 1,099,239 | $13M | 6.49% | -0.6% | - |
| GWRE | US | GUIDEWIRE SOFTWARE INC | 65,683 | $11M | 5.66% | -47.2% | - |
| LGIH | US | LGI HOMES INC | 116,380 | $10M | 5.32% | -0.6% | - |