Oakcliff Capital Partners, LP: GILDAN ACTIVEWEAR INC (GIL): Quarterly 13F Position History
As of Q1 2026, Oakcliff Capital Partners, LP reported 681,689 shares of GILDAN ACTIVEWEAR INC (GIL), worth $37.9M and representing 16.7% of its 13F equity book. The position first appeared in Q4 2022 and has been disclosed across 14 13F-HR filings in Pactolio's tracked window.
- 681,689Shares Held (Latest Filing)
- $37.9MReported Market Value (Latest Filing)
- 16.7%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$4.6MQuarter-over-Quarter Value Change
- 681,689Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 14 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 681,689 | 0 | — | $37.9M | 16.7% | $55.6 |
| Q4 2025 | 681,689 | 0 | — | $42.6M | 18.3% | $62.5 |
| Q3 2025 | 681,689 | 0 | — | $39.4M | 17.0% | $57.8 |
| Q2 2025 | 681,689 | +70,000 | +11.4% | $33.6M | 16.8% | $49.2 |
| Q1 2025 | 611,689 | 0 | — | $27.0M | 14.3% | $44.2 |
| Q4 2024 | 611,689 | 3,710 | -0.6% | $28.8M | 14.7% | $47.0 |
| Q3 2024 | 615,399 | 0 | — | $29.0M | 14.6% | $47.1 |
| Q2 2024 | 615,399 | 0 | — | $23.3M | 12.5% | $37.9 |
| Q1 2024 | 615,399 | 0 | — | $22.8M | 13.7% | $37.1 |
| Q4 2023 | 615,399 | 0 | — | $20.3M | 12.8% | $33.1 |
| Q3 2023 | 615,399 | 0 | — | $17.2M | 11.8% | $28.0 |
| Q2 2023 | 615,399 | +55,000 | +9.8% | $19.8M | 13.2% | $32.2 |
| Q1 2023 | 560,399 | +143,399 | +34.4% | $18.6M | 13.0% | $33.2 |
| Q4 2022 | 417,000 | — | — | $11.4M | 8.5% | $27.4 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Oakcliff Capital Partners, LP first disclose a GIL position in 13F-HR filings?
Oakcliff Capital Partners, LP first reported GILDAN ACTIVEWEAR INC (GIL) on its 13F-HR filing for the period ending 2022-12-31 (Q4 2022). The position has appeared on 14 reported quarters within Pactolio's tracked window.
What was Oakcliff Capital Partners, LP's most recent quarter-over-quarter share-count change in GIL?
Oakcliff Capital Partners, LP held the same 681,689 shares of GIL between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent Oakcliff Capital Partners, LP's cost basis in GIL?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.