Institutional
Oakcliff Capital Partners, LP
CIK 0001657335
$226.6M
Reported AUM
8
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Oakcliff Capital Partners, LP · Q1 2026
AI · grounded in 13F
Oakcliff Capital Partners, LP increased its position in Guidewire Software Inc GWRE by 73.33%. The fund also trimmed its holding in Natural Resource Partners LP NRP by 19.86%. These moves occurred as the fund managed a portfolio of 8 positions with total assets under management of $226.63M.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | $84.40 | -3.06% | 60.11% | 460.81% | $69.1M | 30.50% | — | HELD |
| 2 | GIL | GILDAN ACTIVEWEAR INC | $58.51 | 1.56% | 22.02% | 83.95% | $37.9M | 16.74% | — | HELD |
| 3 | GOOG | ALPHABET INC | $365.76 | -0.95% | 109.82% | 172.71% | $33.9M | 14.96% | — | HELD |
| 4 | TDG | TRANSDIGM GROUP INC | $1240.46 | 0.14% | -9.69% | 132.48% | $28.0M | 12.36% | — | HELD |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | $133.15 | -2.14% | -46.80% | 18.11% | $21.6M | 9.51% | +61,000 | +73.3% |
| 6 | SGU | STAR GROUP LP | $12.77 | 0.67% | 12.88% | 43.45% | $13.5M | 5.96% | — | HELD |
| 7 | NRP | NATURAL RESOURCE PARTNERS LP | $105.75 | 0.23% | 11.30% | 565.45% | $12.3M | 5.45% | −25,294 | −19.9% |
| 8 | LEN | LENNAR CORP | $89.47 | -1.12% | -15.08% | -4.04% | $10.2M | 4.52% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002106. 13F discloses long positions only — shorts, foreign equities, and options are excluded.