Period over period

Oakcliff Capital Partners, LP

2026 Q1 2025 Q4 1 add 1 reduce AUM -2.8%

Change periods

Oakcliff Capital Partners, LP · 2026 Q1 vs 2025 Q4

Q4 2025 Q1 2026

later 2026 Q1 $227M 8 holdings · filed 15 May

earlier 2025 Q4 $233M 8 holdings · filed 17 Feb

Δ book −$7M -2.8%

activity manager grid full book

New / Exit first · then largest |Δ port| · signal floor

show all

ticker	action	Δ port	Δ value	shares	issuer
GWRE	Add	+2.35 pp 7.2% → 9.5%	+$5M	+73.3%	Guidewire Software Inc.
—	Reduce	-0.25 pp 5.7% → 5.5%	−$947	-19.9%	Natural Resource Partners LP

2 signal moves · sorted New / Exit first

full book including unchanged · exportable


			Shares				Value
Ticker	Issuer name	Class	Q1 2026	Q4 2025	Diff	Chg %	Q1 2026	Q4 2025	Diff	Chg %	ID