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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | $86.26 | -5.11% | 36.23% | 447.67% | $69.1M | 30.50% | — | HELD |
| 2 | GIL | GILDAN ACTIVEWEAR INC | $51.25 | -0.95% | 1.46% | 46.21% | $37.9M | 16.74% | — | HELD |
| 3 | GOOG | ALPHABET INC | $335.76 | 0.95% | 75.60% | 130.67% | $33.9M | 14.96% | — | HELD |
| 4 | TDG | TRANSDIGM GROUP INC | $1264.60 | -3.32% | -14.73% | 150.47% | $28.0M | 12.36% | — | HELD |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | $167.26 | 4.93% | -24.96% | 41.20% | $21.6M | 9.51% | — | HELD |
| 6 | SGU | STAR GROUP LP | $12.57 | -0.55% | 13.00% | 53.04% | $13.5M | 5.96% | — | HELD |
| 7 | NRP | NATURAL RESOURCE PARTNERS LP | $98.97 | -0.49% | -0.81% | 539.51% | $12.3M | 5.45% | — | HELD |
| 8 | LEN | LENNAR CORP | $84.56 | -3.53% | -25.62% | -11.83% | $10.2M | 4.52% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002106. 13F discloses long positions only — shorts, foreign equities, and options are excluded.