13F filing recap · Q2 2026

What did Oakcliff Capital buy in Q2 2026?

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

Stock value

$268.45M

Positions

Estimated turnover

6.9%

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 opened a new position in Moody’s Corporation and added to its existing stake in Guidewire Software.

New positions

MCOMoody’s Corporation$15.40Mreported value+34.0K shares

Increased positions

GWREGuidewire Software, Inc.$19.53Mreported value+14.5K shares+10.1%