Oakcliff Capital Partners, LP 13F: Quarter-over-Quarter Portfolio Changes
Oakcliff Capital Partners, LP reported a disclosed portfolio value of approximately $226.6 million in its latest SEC Form 13F-HR filing for Q1 2026, down 2.8% quarter on quarter. Over the quarter, the manager bought more shares in 1 holding and trimmed 1 holding.
Oakcliff Capital Partners, LP's top buy was Guidewire Software INC (GWRE) . The manager bought 73.3% more shares, lifting the position's portfolio weight by 2.3 percentage points. Its top sell was Natural Resource Partners LP (NRP) . The manager sold 19.9% of its previously reported shares, reducing the position's portfolio weight by 0.3 percentage points.
Top BuysQ1 2026
The manager's top buys among existing positions in Q1 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| GUIDEWIRE SOFTWARE INC | GWRE | +2.3% | +73.3% | History → |
Top SellsQ1 2026
The manager's top sells among positions it retained in Q1 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| NATURAL RESOURCE PARTNERS LP | NRP | -0.3% | 19.9% | History → |
Net Portfolio Value ChangeQ1 2026
- $0.2BPrior quarter
- $0.2BCurrent quarter
- $-0.0BNet delta
- -2.8%% change
Methodology & FAQ
How Oakcliff Capital Partners, LP Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for Oakcliff Capital Partners, LP: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description — including how confidential treatment filings are handled — is documented in the Methodology.
What stocks did Oakcliff Capital Partners, LP buy in Q1 2026?
In Q1 2026, Oakcliff Capital Partners, LP bought more shares of GUIDEWIRE SOFTWARE INC (GWRE).
What stocks did Oakcliff Capital Partners, LP sell in Q1 2026?
In Q1 2026, Oakcliff Capital Partners, LP reduced holdings in NATURAL RESOURCE PARTNERS LP (NRP).
Which positions did Oakcliff Capital Partners, LP initiate in Q1 2026?
Oakcliff Capital Partners, LP established no new positions in Q1 2026.
Which existing positions saw the largest allocation increases for Oakcliff Capital Partners, LP in Q1 2026?
Of 1 existing position with share-count increases in Q1 2026, the largest were: GUIDEWIRE SOFTWARE INC (GWRE, +2.3% weight, +73.3% shares).
Which positions did Oakcliff Capital Partners, LP fully exit in Q1 2026?
Oakcliff Capital Partners, LP fully exited no positions in Q1 2026.
Which existing positions saw the largest allocation reductions for Oakcliff Capital Partners, LP in Q1 2026?
Of 1 existing position with share-count reductions in Q1 2026, the largest were: NATURAL RESOURCE PARTNERS LP (NRP, -0.3% weight, -19.9% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.