13F filing recap · Q2 2025

What did Oakcliff Capital buy in Q2 2025?

Reported stock-position changes between this filing and the previous one.

Stock value

$200.10M

Positions

Estimated turnover

33.5%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Quarter in review

Oakcliff Capital exited Charter Communications and Lgi Homes during the second quarter. The firm sharply increased its Interactive Brokers Group position, and added to Gildan Activewear and Lennar.

Increased positions

IBKRInteractive Brokers Group, Inc.$57.11Mreported value+773.1K shares+300.0%GILGildan Activewear Inc.$33.57Mreported value+70.0K shares+11.4%LENLennar Corp /new/$13.05Mreported value+14.0K shares+13.5%

Exited positions

CHTRCharter Communications, Inc.$14.09Mprior reported value-38.2K shares-100.0%LGIHLgi Homes, Inc.$3.32Mprior reported value-50.0K shares-100.0%