In Q2 2026, Oakcliff Capital held 9 US-listed stocks worth $268m. Its biggest move was buying Moody's (now 5.7% of the portfolio), followed by adding to Guidewire Software (10% more shares, now 7.3%). It started 1 new position and sold out of 0. Its largest holding is Interactive Brokers Group at 33%.
Q2 2026, filed 13 Aug 2026 (filing): 1 new, 1 added to, 0 trimmed, 0 sold out. Select a row to see it over time.How this works
Changes compare share counts with Q1 2026, adjusted for stock splits. Share classes of the same company are combined. Values are at quarter-end prices.
13F holdings with change from the previous quarter
Each bar is one 13F. Select a bar or press play to see that quarter’s 12 largest positions.How this works
Bars are split by share of the US portfolio: the six biggest holdings over the period in colour, everything else in grey. The last eight quarters are shown in full, earlier years at year end.
2017
2019
2021
2023
Q4 ’24
Q2 ’25
Q4 ’25
Q2 ’26
IBKRTDGGOOGGILCHTRSGUEverything else
2017: Interactive Brokers Group 16.6%, Transdigm Group 11.8%, Alphabet 11.3%, Gildan Activewear 0.0%, Charter Communications 11.5%, Star Group LP 15.6%; 2018: Interactive Brokers Group 15.5%, Transdigm Group 13.7%, Alphabet 10.5%, Gildan Activewear 0.0%, Charter Communications 14.4%, Star Group LP 12.7%; 2019: Interactive Brokers Group 10.7%, Transdigm Group 11.4%, Alphabet 11.7%, Gildan Activewear 0.0%, Charter Communications 17.8%, Star Group LP 9.3%; 2020: Interactive Brokers Group 8.9%, Transdigm Group 13.7%, Alphabet 9.2%, Gildan Activewear 0.0%, Charter Communications 17.2%, Star Group LP 5.8%; 2021: Interactive Brokers Group 9.5%, Transdigm Group 16.2%, Alphabet 12.1%, Gildan Activewear 0.0%, Charter Communications 19.0%, Star Group LP 6.4%; 2022: Interactive Brokers Group 18.3%, Transdigm Group 24.3%, Alphabet 13.5%, Gildan Activewear 8.5%, Charter Communications 11.5%, Star Group LP 11.7%; 2023: Interactive Brokers Group 17.7%, Transdigm Group 15.5%, Alphabet 12.3%, Gildan Activewear 12.8%, Charter Communications 9.4%, Star Group LP 8.0%; Q3 ’24: Interactive Brokers Group 21.2%, Transdigm Group 15.4%, Alphabet 10.0%, Gildan Activewear 14.6%, Charter Communications 6.3%, Star Group LP 6.5%; Q4 ’24: Interactive Brokers Group 27.1%, Transdigm Group 13.8%, Alphabet 11.5%, Gildan Activewear 14.7%, Charter Communications 6.7%, Star Group LP 6.5%; Q1 ’25: Interactive Brokers Group 22.5%, Transdigm Group 15.5%, Alphabet 9.7%, Gildan Activewear 14.3%, Charter Communications 7.4%, Star Group LP 7.6%; Q2 ’25: Interactive Brokers Group 28.5%, Transdigm Group 16.2%, Alphabet 10.5%, Gildan Activewear 16.8%, Charter Communications 0.0%, Star Group LP 6.4%; Q3 ’25: Interactive Brokers Group 30.6%, Transdigm Group 13.8%, Alphabet 12.4%, Gildan Activewear 17.0%, Charter Communications 0.0%, Star Group LP 5.6%; Q4 ’25: Interactive Brokers Group 28.4%, Transdigm Group 13.8%, Alphabet 15.9%, Gildan Activewear 18.3%, Charter Communications 0.0%, Star Group LP 5.6%; Q1 ’26: Interactive Brokers Group 30.5%, Transdigm Group 12.4%, Alphabet 15.0%, Gildan Activewear 16.7%, Charter Communications 0.0%, Star Group LP 6.0%; Q2 ’26: Interactive Brokers Group 33.4%, Transdigm Group 12.0%, Alphabet 15.6%, Gildan Activewear 13.1%, Charter Communications 0.0%, Star Group LP 5.3%
Q1 Q2 Q3 Q4 · each quarter is that quarter’s profits times the stake reported at its end. *2026 so far: 2 quarters. Click a quarter to see its holdings.
Net income is as reported (GAAP), so it includes one-off items and, for some companies, gains or losses on investments they hold. Companies that report under IFRS (most non-US companies) or whose shares we can’t match reliably are left out; “portfolio covered” shows how much is included. Look-through earnings explained. Growth compares earnings per share over the last 12 months with the 12 months a year earlier, for holdings profitable in both.
US holdings by sector
Financials39.2%
Consumer discretionary22.3%
Communication and media15.6%
Industrials12.0%
Technology7.3%
Materials3.7%
Sectors are grouped from each company’s SEC industry code, as a share of the Q2 2026 13F.