Oakcliff Capital Partners, LP 13F: Quarter-over-Quarter Portfolio Changes
Oakcliff Capital Partners, LP reported a disclosed portfolio value of approximately $268.5 million in its latest SEC Form 13F-HR filing for Q2 2026, up 18.5% quarter on quarter. Over the quarter, the manager initiated 1 new position and bought more shares in 1 holding.
Oakcliff Capital Partners, LP's top buy was a new stake in Moodys CORP (MCO) , equal to 5.7% of the disclosed portfolio.
New PositionsQ2 2026
Securities disclosed for the first time in Q2 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| MOODYS CORP | MCO | 5.7% | History → |
Top BuysQ2 2026
The manager's top buys among existing positions in Q2 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| GUIDEWIRE SOFTWARE | GWRE | +-2.2% | +10.1% | History → |
Net Portfolio Value ChangeQ2 2026
- $0.2BPrior quarter
- $0.3BCurrent quarter
- +$0.0BNet delta
- +18.5%% 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 Q2 2026?
In Q2 2026, Oakcliff Capital Partners, LP initiated 1 new position (MOODYS CORP (MCO)); bought more shares of GUIDEWIRE SOFTWARE (GWRE).
What stocks did Oakcliff Capital Partners, LP sell in Q2 2026?
Oakcliff Capital Partners, LP reported no full exits or share-count reductions in its Q2 2026 13F filing.
Which positions did Oakcliff Capital Partners, LP initiate in Q2 2026?
Oakcliff Capital Partners, LP established 1 new position in Q2 2026: MOODYS CORP (MCO, 5.7%).
Which existing positions saw the largest allocation increases for Oakcliff Capital Partners, LP in Q2 2026?
Of 1 existing position with share-count increases in Q2 2026, the largest were: GUIDEWIRE SOFTWARE (GWRE, +-2.2% weight, +10.1% shares).
Which positions did Oakcliff Capital Partners, LP fully exit in Q2 2026?
Oakcliff Capital Partners, LP fully exited no positions in Q2 2026.
Which existing positions saw the largest allocation reductions for Oakcliff Capital Partners, LP in Q2 2026?
Oakcliff Capital Partners, LP reported no material allocation reductions in existing positions in Q2 2026.
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.