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OAKCLIFF CAPITAL PARTNERS, LP

AUM: $261.18 M

13-F Portfolio Value: $231.69 M

Last 13-F Filed: Q3 2025

Concentration in top 10: 100%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
TDG	TRANSDIGM GROUP INC	13.75%	24,170	$31,856,543	2,877	13.51%	$1318.02	13F
NRP	NATURAL RESOURCE PARTNERS L	7.66%	169,057	$17,750,985	15,127	9.83%	$105	13F