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Size ($ in 1000's)
At 12/31/2023: $158,871
At 09/30/2023: $145,627
Oakcliff Capital Partners LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Oakcliff Capital Partners LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Oakcliff Capital Partners LP top holdings by largest position size, as per the latest 13f filing made by Oakcliff Capital Partners LP.
In the Oakcliff Capital Partners LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Oakcliff Capital Partners LP in that top holding, then the share count change between reporting periods, and finally the Oakcliff Capital Partners LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| INTERACTIVE BROKERS GROUP IN |
339,647 |
UNCH |
$28,157 | | IBKR | 339,647 | UNCH | $28,157 | | TRANSDIGM GROUP INC |
24,308 |
UNCH |
$24,590 | | TDG | 24,308 | UNCH | $24,590 | | GILDAN ACTIVEWEAR INC |
615,399 |
UNCH |
$20,345 | | GIL | 615,399 | UNCH | $20,345 | | ALPHABET INC |
138,880 |
UNCH |
$19,572 | | GOOG | 138,880 | UNCH | $19,572 | | GUIDEWIRE SOFTWARE INC |
149,435 |
-14,000 |
$16,294 | | GWRE | 149,435 | -14,000 | $16,294 | | CHARTER COMMUNICATIONS INC N |
38,474 |
+2,900 |
$14,954 | | CHTR | 38,474 | +2,900 | $14,954 | | FIDELITY NATIONAL FINANCIAL |
270,000 |
UNCH |
$13,775 | | FNF | 270,000 | UNCH | $13,775 | | STAR GROUP L P |
1,105,928 |
UNCH |
$12,751 | | SGU | 1,105,928 | UNCH | $12,751 | | LGI HOMES INC |
38,590 |
+38,590 |
$5,139 | | LGIH | 38,590 | +38,590 | $5,139 |
See Full List: All Stocks Held By Oakcliff Capital Partners LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Oakcliff Capital Partners LP
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