1y return+19.8%S&P 500 +20.9%
3y return+95.1%S&P 500 +68.5%
5y return+47.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2017: $430 against $317 in the S&P 500.2
Oakcliff Capital Partners, LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IBKRInteractive Brokers Group In | $89.7M | 33.4% | |
| GOOGAlphabet Inc | $41.7M | 15.6% | |
| GILGildan Activewear Inc | $35.2M | 13.1% | |
| TDGTransdigm Group Inc | $32.2M | 12.0% | |
| GWREGuidewire Software Inc | $19.5M | 7.3% | +10.1% |
| MCOMoody's Corp | $15.4M | 5.7% | New |
| SGUStar Group L P | $14.1M | 5.3% | |
| LENLennar Corp-a | $10.7M | 4.0% | |
| NRPNatural Resource Partners LP | $9.9M | 3.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| IBKRInteractive Brokers Group In | June 30, 2020 | +733.5% | $89.7M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $41.7M |
| TDGTransdigm Group Inc | June 30, 2020 | +201.3% | $32.2M |
| GILGildan Activewear Inc | December 31, 2022 | +88.3% | $35.2M |
| SGUStar Group L P | June 30, 2020 | +46.4% | $14.1M |
| NRPNatural Resource Partners LP | June 30, 2024 | +8.2% | $9.9M |
| GWREGuidewire Software Inc | December 31, 2020 | −4.4% | $19.5M |
| LENLennar Corp-a | March 31, 2025 | −21.2% | $10.7M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.9% | +14.8% |
| March 31, 2026 | −5.4% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +13.1% | +7.8% |
| June 30, 2025 | +12.4% | +10.5% |
| March 31, 2025 | −3.3% | −4.6% |
| December 31, 2024 | +4.0% | +2.1% |
| September 30, 2024 | +14.8% | +5.4% |
| June 30, 2024 | +5.5% | +4.0% |
| March 31, 2024 | +8.5% | +10.0% |
| December 31, 2023 | +5.8% | +11.2% |
| September 30, 2023 | +3.6% | −3.6% |
| June 30, 2023 | +6.2% | +8.3% |
| March 31, 2023 | +15.1% | +7.0% |
| December 31, 2022 | +13.5% | +7.1% |
| September 30, 2022 | −9.7% | −5.3% |
| June 30, 2022 | −22.8% | −16.5% |
| March 31, 2022 | −12.6% | −4.9% |
| December 31, 2021 | −5.5% | +10.7% |
| September 30, 2021 | −5.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Oakcliff Capital Partners, LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1657335&type=13F-HR&dateb=&owner=include&count=40CIK 1657335
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1657335/000117266126003363/Filed August 13, 2026 · accession 0001172661-26-003363