13F filing recap · Q3 2025

What did Oakcliff Capital buy in Q3 2025?

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

Stock value

$231.69M

Positions

Estimated turnover

2.5%

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 added to Transdigm Group and slightly increased its stake in Natural Resource Partners.

Increased positions

TDGTransdigm Group Incorporated$31.86Mreported value+2.9K shares+13.5%NRPNatural Resource Partners LP$17.75Mreported value+15.1K shares+9.8%