13F filing recap · Q1 2026

What did Oakcliff Capital buy in Q1 2026?

Reported stock-position changes between this filing and the previous one.

Stock value

$226.63M

Positions

Estimated turnover

5.3%

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 substantially increased its Guidewire Software position and trimmed Natural Resource Partners LP.

Increased positions

GWREGuidewire Software, Inc.$21.56Mreported value+61.0K shares+73.3%

Reduced positions

NRPNatural Resource Partners LP$12.35Mreported value-25.3K shares-19.9%