Oakcliff Capital Partners, LP — Quarter-over-Quarter 13F Allocation Shifts Q1 2026
In Q1 2026, Oakcliff Capital Partners, LP increased allocation to 1 existing position, and trimmed 1 position. The fund's 13F equity book declined from $0.23B to $0.23B (-2.8% QoQ) . All deltas are sourced from sequential SEC Form 13F-HR filings; share-count changes reflect explicit trading activity, while weight changes can also include price movement. This page lists every position change reported — the portfolio overview shows a summary of the top shifts.
Net Portfolio Value Change
- $0.23BPrior quarter
- $0.23BCurrent quarter
- $-0.01BNet delta
- -2.8%% change
Largest Allocation Increases Q1 2026
Largest portfolio-weight increases in existing positions. Share-count delta is shown separately so price-only re-weighting can be distinguished from active adds.
| Company | Ticker | Δ Weight | Δ Shares | History |
|---|---|---|---|---|
| GUIDEWIRE SOFTWARE INC | GWRE | +2.35% | +73.33% | History → |
Largest Allocation Reductions Q1 2026
Largest portfolio-weight decreases in existing positions (positions kept open at a lower allocation).
| Company | Ticker | Δ Weight | Δ Shares | History |
|---|---|---|---|---|
| NATURAL RESOURCE PARTNERS LP | NRP | -0.25% | -19.86% | History → |
Methodology & FAQ
How Oakcliff Capital Partners, LP Quarterly Changes Are Computed
Each row above is computed by joining the most recent 13F-HR filing for Oakcliff Capital Partners, LP against the immediately preceding quarterly filing for the same fund. Portfolio weights are normalized to exclude listed options for comparability. A complete description of the methodology — including how confidential treatment filings are handled and why share count rather than weight is the cleaner trading signal — is documented in the Methodology.
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?
The largest portfolio-weight increases in existing positions were: GUIDEWIRE SOFTWARE INC (GWRE, +2.35% weight, +73.33% 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?
The largest portfolio-weight reductions in positions kept open were: NATURAL RESOURCE PARTNERS LP (NRP, -0.25% weight, -19.86% 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.