13F filing recap · Q4 2025
What did Oakcliff Capital buy in Q4 2025?
Reported stock-position changes between this filing and the previous one.
Stock value
$233.25M
Positions
8
Estimated turnover
3.4%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Oakcliff Capital added to its Guidewire Software position and trimmed Natural Resource Partners during the quarter.