Manager
Oakcliff Capital Partners
Scorecard
Manager quality
Rank
24
Grade
A
Signal
70.6
Evidence
thin
Alpha OwnershipFlowServicegen 2026-08-18 8:55 PM PDTas of 2026-06-30124 / 129 managers
Components
Score ingredients
| AUM | $268.5M |
|---|---|
| Holdings | 9 |
| Quality score | 65.2 |
| Filing signal | 78.7 |
| 90d excess return | 1.1% |
| 3y excess return | -4.2% |
| Top20 concentration | 100.0% |
| Turnover | 9.2% |
| Notes | low_price_coverage |
Latest reported book
Top holdings
| Ticker | Issuer | Value | Weight | Shares | Type |
|---|---|---|---|---|---|
| IBKR | INTERACTIVE BROKERS GROUP IN | $89.7M | 33.4% | 1,030,740 | Common |
| GOOG | ALPHABET INC | $41.7M | 15.6% | 118,161 | Common |
| GIL | GILDAN ACTIVEWEAR INC | $35.2M | 13.1% | 681,689 | Common |
| TDG | TRANSDIGM GROUP INC | $32.2M | 12.0% | 24,170 | Common |
| GWRE | GUIDEWIRE SOFTWARE INC | $19.5M | 7.3% | 158,683 | Common |
| MCO | MOODY'S CORP | $15.4M | 5.7% | 34,000 | Common |
| SGU | STAR GROUP L P | $14.1M | 5.3% | 1,099,239 | Common |
| LEN | LENNAR CORP-A | $10.7M | 4.0% | 118,000 | Common |
| NRP | NATURAL RESOURCE PARTNERS LP | $9.9M | 3.7% | 102,057 | Common |
Quarter over quarter
Position changes
| Ticker | Lifecycle | Shares Δ | Value Δ | Weight | Type |
|---|---|---|---|---|---|
| IBKR | CORE | 0 | $20.6M | 32.5% | Common |
| MCO | INITIATION | 34,000 | $15.4M | 5.6% | Common |
| GOOG | CORE | 0 | $7.9M | 15.1% | Common |
| TDG | CORE | 0 | $4.2M | 11.7% | Common |
| GIL | CORE | 0 | -$2.8M | 13.8% | Common |
| NRP | CORE | 0 | -$2.4M | 4.5% | Common |
| GWRE | BUILD | 14,500 | -$2.0M | 7.8% | Common |
| SGU | CORE | 0 | $615.6K | 5.1% | Common |
| LEN | CORE | 0 | $430.7K | 3.9% | Common |
Positive reported value change is not, by itself, evidence of buying; read it with shares and lifecycle state.
Boundary
What this filing does not show
13F reports selected U.S.-listed positions at quarter end. It does not reveal the manager's complete short book, non-reportable assets, option strikes or expiries, or total economic exposure.
CLI
Full dossier
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