Oakcliff Capital Partners, LP
New York NY · SEC CIK 0001657335
$2.68亿2026Q2 申报市值
9持仓数
100.0%前十大占比 · 第一大 33.4%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NRP | NATURAL RESOURCE PARTNERS LP | $989.95万 | 3.69% | 102,057 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP-A | $1,067.78万 | 3.98% | 118,000 | 0 | 0.0% | — | 不变 |
| SGU | STAR GROUP L P | $1,411.42万 | 5.26% | 1,099,239 | 0 | 0.0% | — | 不变 |
| MCO | MOODY'S CORP | $1,539.93万 | 5.74% | 34,000 | 34,000 | — | $1,539.93万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1,952.59万 | 7.27% | 158,683 | 14,500 | 10.1% | $178.42万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $3,219.54万 | 11.99% | 24,170 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC | $3,517.52万 | 13.10% | 681,689 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $4,174.98万 | 15.55% | 118,161 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $8,971.56万 | 33.42% | 1,030,740 | 0 | 0.0% | — | 不变 |