13F Filings History of Oakcliff Capital Partners, LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$233,248,030
Notable people
Bryan Lawrence
Signature - Title
John Jamgochian - Chief Operating Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Oakcliff Capital Partners, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Oakcliff Capital Partners, LP reported 8 stock holdings with total value $233,248,030 as of Q4 2025. Top holdings included IBKR, GIL, GOOG, TDG, and GWRE.

Notify me when Oakcliff Capital Partners, LP files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 8 $233,248,030 +$3,517,675 -$4,354,106 -$836,431 IBKR, GIL, GOOG, TDG, GWRE 13F-HR 17 Feb 2026, 14:58
Q3 2025 8 $231,687,094 +$5,380,278 $0 +$5,380,278 IBKR, GIL, TDG, GOOG, NRP 13F-HR 14 Nov 2025, 10:47
Q2 2025 8 $200,099,229 +$47,830,317 -$17,415,453 +$30,414,864 IBKR, GIL, TDG, GOOG, GWRE 13F-HR 14 Aug 2025, 10:43
Q1 2025 10 $189,773,871 +$11,937,120 -$11,367,324 +$569,796 IBKR, TDG, GIL, GOOG, NRP 13F-HR 15 May 2025, 08:33
Q4 2024 9 $195,567,932 $0 -$11,230,137 -$11,230,137 IBKR, GIL, TDG, GOOG, NRP 13F-HR 14 Feb 2025, 08:57
Q3 2024 9 $198,858,265 +$1,007,183 -$13,343,400 -$12,336,217 IBKR, TDG, GIL, GWRE, GOOG 13F-HR 14 Nov 2024, 10:43
Q2 2024 10 $186,987,849 +$13,882,188 -$1,986,299 +$11,895,889 IBKR, TDG, GIL, GOOG, GWRE 13F-HR 14 Aug 2024, 11:00
Q1 2024 10 $166,890,752 +$8,145,900 -$13,648,154 -$5,502,254 IBKR, TDG, GIL, GOOG, GWRE 13F-HR 15 May 2024, 09:55
Q4 2023 10 $158,872,368 +$6,265,816 -$1,526,560 +$4,739,256 IBKR, TDG, GIL, GOOG, GWRE 13F-HR 14 Feb 2024, 11:19
Q3 2023 9 $145,627,738 $0 -$9,864,704 -$9,864,704 IBKR, TDG, GOOG, GIL, CHTR 13F-HR 14 Nov 2023, 12:24
Q2 2023 9 $150,127,000 +$11,493,159 -$13,744,147 -$2,250,988 TDG, IBKR, GIL, GOOG, SGU 13F-HR 14 Aug 2023, 10:51
Q1 2023 8 $143,528,000 +$6,008,531 -$16,727,474 -$10,718,943 IBKR, TDG, GOOG, GIL, GWRE 13F-HR 15 May 2023, 09:50
Q4 2022 8 $134,059,800 +$15,012,901 -$15,648,358 -$635,457 TDG, IBKR, GOOG, SGU, CHTR 13F-HR 14 Feb 2023, 10:53
Q3 2022 9 $118,946,000 +$18,202,726 -$8,448,001 +$9,754,725 TDG, IBKR, GOOG, GWRE, CHTR 13F-HR 14 Nov 2022, 12:09
Q2 2022 10 $135,621,000 +$12,758,723 -$30,895,859 -$18,137,136 TDG, GOOG, IBKR, CHTR, GWRE 13F-HR 15 Aug 2022, 08:25
Q1 2022 10 $192,873,000 +$17,155,027 -$19,500,288 -$2,345,261 TDG, GOOG, CHTR, CVNA, IBKR 13F-HR 16 May 2022, 10:36
Q4 2021 11 $218,896,000 +$11,882,205 -$6,519,711 +$5,362,494 CHTR, TDG, GOOG, CVNA, IBKR 13F-HR 14 Feb 2022, 15:50
Q3 2021 10 $225,869,000 +$6,373,599 $0 +$6,373,599 CHTR, TDG, CVNA, GOOG, CDLX 13F-HR 15 Nov 2021, 14:16
Q2 2021 10 $232,142,000 $0 -$2,912,026 -$2,912,026 CHTR, TDG, CDLX, CVNA, GOOG 13F-HR 16 Aug 2021, 12:25
Q1 2021 10 $210,824,000 +$12,569,292 -$48,144,827 -$35,575,535 CHTR, TDG, CDLX, CVNA, IBKR 13F-HR 17 May 2021, 09:46
Q4 2020 10 $251,932,000 +$15,935,104 -$43,525,530 -$27,590,426 CVNA, CHTR, CDLX, TDG, GOOG 13F-HR 16 Feb 2021, 16:09
Q3 2020 11 $230,912,000 +$10,220,000 -$11,152,919 -$932,919 CVNA, CHTR, TDG, GOOG, CDLX 13F-HR 16 Nov 2020, 12:16
Q2 2020 10 $188,092,000 +$2,154,880 -$9,656,540 -$7,501,660 CHTR, CVNA, TDG, CDLX, GOOG 13F-HR 14 Aug 2020, 10:45
Q1 2020 11 $142,964,000 +$18,860,892 -$1,467,703 +$17,393,189 CHTR, TDG, GOOG, CVNA, IBKR 13F-HR 15 May 2020, 11:17
Q4 2019 11 $167,582,000 +$1,864,802 $0 +$1,864,802 CHTR, CVNA, GOOG, TDG, IBKR 13F-HR 14 Feb 2020, 15:13
Q3 2019 11 $147,822,000 +$15,581,000 -$9,856,092 +$5,724,908 CHTR, IBKR, TDG, GOOG, SGU 13F-HR 14 Nov 2019, 09:54
Q2 2019 10 $135,704,000 +$2,486,048 -$10,065,116 -$7,579,068 CHTR, IBKR, TDG, SGU, GOOG 13F-HR 14 Aug 2019, 14:32
Q1 2019 10 $137,714,000 $0 -$5,987,050 -$5,987,050 CHTR, TDG, IBKR, SGU, BFH 13F-HR 15 May 2019, 09:19
Q4 2018 10 $121,613,000 +$11,254,558 -$4,367,683 +$6,886,875 IBKR, CHTR, TDG, SGU, GOOG 13F-HR 14 Feb 2019, 07:46
Q3 2018 11 $134,714,000 +$16,568,396 -$15,219,364 +$1,349,032 CHTR, TDG, SGU, BFH, IBKR 13F-HR 14 Nov 2018, 09:07
Q2 2018 10 $132,085,000 +$17,044,736 -$8,760,437 +$8,284,299 CHTR, KMX, TDG, SGU, IBKR 13F-HR 14 Aug 2018, 17:46
Q1 2018 10 $116,864,000 +$23,272,927 -$18,524,531 +$4,748,396 IBKR, SGU, CHTR, TDG, KMX Restatement 15 May 2018, 15:43
Q4 2017 10 $113,998,000 +$40,695,289 -$49,132,094 -$8,436,805 IBKR, SGU, TDG, CHTR, GOOGL 13F-HR 13 Feb 2018, 14:02
Q3 2017 11 $118,550,000 +$4,862,572 -$7,847,290 -$2,984,718 IBKR, SGU, BIDU, KMX, TDG 13F-HR 14 Nov 2017, 13:06
Q2 2017 11 $95,793,000 +$6,383,147 -$4,002,039 +$2,381,108 IBKR, ESRX, TDG, KMX, AXTA 13F-HR 14 Aug 2017, 10:20
Q1 2017 10 $104,510,000 $0 $0 $0 IBKR, SGU, ESRX, AXTA, TDG 13F-HR 12 May 2017, 17:20