Oakcliff Capital Partners, LP holds a concentrated book of 8 stocks worth $226.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed Natural Resource Partners LP. Their largest long position is Interactive Brokers Gro-CL A at 31% of the equity book.
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.
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
Other tracked managers holding the same core names as Oakcliff Capital Partners, LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 8 / 8 | $34.5B |
| MORGAN STANLEY | 8 / 8 | $22.5B |
| GOLDMAN SACHS GROUP INC | 8 / 8 | $10.1B |
| ROYAL BANK OF CANADA | 8 / 8 | $7.4B |
| UBS Group AG | 8 / 8 | $6.3B |
| WELLS FARGO & COMPANY/MN | 8 / 8 | $5.7B |
| BNP PARIBAS FINANCIAL MARKETS | 8 / 8 | $2.5B |
| CITIGROUP INC | 8 / 8 | $2.2B |
Ranked by how many of Oakcliff Capital Partners, LP's top 8 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 | $69.1M | 1.03M | 30.5% | —Held | |
| 2 | Gildan Activewear Inc COM | $37.9M | 681.7K | 16.7% | —Held | |
| 3 | Alphabet Inc CAP STK CL C | $33.9M | 118.2K | 15.0% | —Held | |
| 4 | Transdigm Group Inc COM | $28.0M | 24.2K | 12.4% | —Held | |
| 5 | Guidewire Software Inc COM | $21.6M | 144.2K | 9.5% | ▲+73% Added · +61K sh | |
| 6 | Star Group LP UNIT LTD PARTNR | $13.5M | 1.10M | 6.0% | —Held | |
| 7 | Natural Resource Partners LP COM UNIT LTD PAR | $12.3M | 102.1K | 5.4% | ▼−20% Reduced · −25K sh | |
| 8 | Lennar Corp CL A | $10.2M | 118.0K | 4.5% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.