Not yet filed. No Q3 2026 Form 13F from Oakcliff Capital has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 13, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| IBKR · Interactive Brokers Group, Inc. | 1,030,740 | 33.42% |
| GOOG · Alphabet Inc. | 118,161 | 15.55% |
| GIL · Gildan Activewear Inc. | 681,689 | 13.10% |
| TDG · TransDigm Group INC | 24,170 | 11.99% |
| GWRE · Guidewire Software, Inc. | 158,683 | 7.27% |
| MCO · MOODYS CORP /DE/ | 34,000 | 5.74% |
| SGU · STAR GROUP, L.P. | 1,099,239 | 5.26% |
| LEN · LENNAR CORP /NEW/ | 118,000 | 3.98% |
| NRP · NATURAL RESOURCE PARTNERS LP | 102,057 | 3.69% |
Largest increase 2026 Q1 → 2026 Q2: GWRE (+10.1% of shares). New position in 2026 Q2: MCO (5.74% of the portfolio).
Full record: Oakcliff Capital fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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