Oakcliff Capital Partners, LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $233M in reported equity holdings across 8 positions. The largest holdings are IBKR (28.4%), GIL (18.3%), GOOGL (15.9%), TDG (13.8%), GWRE (7.2%). The portfolio is concentrated in Other (100.0%). Data sourced from SEC EDGAR 13F filings (CIK 1657335).

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