Oakcliff Capital Partners, LP holds a concentrated book of 9 stocks worth $268.5M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Moody's Corp. Their largest long position is Interactive Brokers Gro-CL A at 33% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No trims or exits this quarter.
Other tracked managers holding the same core names as Oakcliff Capital Partners, LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Anabranch Capital Management, LP | 2 / 9 | $47.4M |
| Bluegrass Capital Partners LP | 2 / 9 | $48.9M |
| ALTAROCK PARTNERS LP | 2 / 9 | $1.3B |
| East Coast Asset Management, LLC. | 3 / 9 | $80.6M |
| Fremen Capital Management LP | 2 / 9 | $25.9M |
| Egerton Capital (UK) LLP | 3 / 9 | $2.3B |
| Linonia Partnership LP | 2 / 9 | $1.2B |
| Arrow Capital Management, LLC | 2 / 9 | $38.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Oakcliff Capital Partners, LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Interactive Brokers Group In COM CL A | $89.7M | 1.03M | 33.4% | —Held | |
| 2 | Alphabet Inc CAP STK CL C | $41.7M | 118.2K | 15.6% | —Held | |
| 3 | Gildan Activewear Inc COM | $35.2M | 681.7K | 13.1% | —Held | |
| 4 | Transdigm Group Inc COM | $32.2M | 24.2K | 12.0% | —Held | |
| 5 | Guidewire Software Inc COM | $19.5M | 158.7K | 7.3% | ▲+10% Added · +15K sh | |
| 6 | Moody's Corp COM | $15.4M | 34.0K | 5.7% | ▲New New position | |
| 7 | Star Group L P UNIT LTD PARTNR | $14.1M | 1.10M | 5.3% | —Held | |
| 8 | Lennar Corp-A CL A | $10.7M | 118.0K | 4.0% | —Held | |
| 9 | Natural Resource Partners LP COM UNIT LTD PAR | $9.9M | 102.1K | 3.7% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1657335/holdings"
Use Arkolith to show Oakcliff Capital Partners, LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.