Fund Universe

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☆Oakcliff Capital Partners, LP

CIK 0001657335 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.841
AUM ($M)
268
Positions
9
Turnover
0.09
Top-10 wt
100%
Herfindahl
0.182
History (qtrs)
6
Excess Return
+22.0%

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Quarter
Activity this period
Security type

Holdings · 9 positions · portfolio value $268M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IBKR funds › INTERACTIVE BROKERS GROUP IN HOLD Common Stock 33.4% +2.9% 89.7 1,030,740 +0 5 —
☆GOOG funds › ALPHABET INC HOLD Common Stock 15.6% +0.6% 41.7 118,161 +0 5 —
☆GIL funds › GILDAN ACTIVEWEAR INC HOLD Common Stock 13.1% -3.6% 35.2 681,689 +0 5 —
☆TDG funds › TRANSDIGM GROUP INC HOLD Common Stock 12.0% -0.4% 32.2 24,170 +0 5 —
☆GWRE funds › GUIDEWIRE SOFTWARE INC ADD Common Stock 7.3% -2.2% 19.5 158,683 +14,500 5 —
☆MCO funds › MOODY'S CORP NEW Common Stock 5.7% +5.7% 15.4 34,000 +34,000 1 +22.0%
☆SGU funds › STAR GROUP L P HOLD Common Stock 5.3% -0.7% 14.1 1,099,239 +0 5 —
☆LEN funds › LENNAR CORP-A HOLD Common Stock 4.0% -0.5% 10.7 118,000 +0 5 —
☆NRP funds › NATURAL RESOURCE PARTNERS LP HOLD MLP 3.7% -1.8% 9.9 102,057 +0 5 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 268 9 0.09 100% 0.182 0.841 — in
2026Q1 227 8 0.05 100% 0.176 0.874 — in
2025Q4 233 8 0.05 100% 0.173 0.850 — in
2025Q3 232 8 0.05 100% 0.174 0.861 — in
2025Q2 200 8 0.11 100% 0.167 0.787 — entered
2025Q1 190 10 0.00 100% 0.131 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status