Manager
Bryan Lawrence
SEC filing name: Oakcliff Capital Partners, LP
All 13F filings
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/15/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| Add | GUIDEWIRE SOFTWARE INC | +61,000 | +2.35 pp |
| Reduce | NATURAL RESOURCE PARTNERS LP | -25,294 | -0.25 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000117266126002106 | Q1 2026 | 8 | 226,634,133 | 13F-HR | 5/15/2026 | Oakcliff Capital Partners, LP |
| 000117266126001030 | Q4 2025 | 8 | 233,248,030 | 13F-HR | 2/17/2026 | Oakcliff Capital Partners, LP |
| 000117266125004906 | Q3 2025 | 8 | 231,687,094 | 13F-HR | 11/14/2025 | Oakcliff Capital Partners, LP |
| 000117266125003336 | Q2 2025 | 8 | 200,099,229 | 13F-HR | 8/14/2025 | Oakcliff Capital Partners, LP |
| 000117266125001957 | Q1 2025 | 10 | 189,773,871 | 13F-HR | 5/15/2025 | Oakcliff Capital Partners, LP |
| 000117266125000895 | Q4 2024 | 9 | 195,567,932 | 13F-HR | 2/14/2025 | Oakcliff Capital Partners, LP |
| 000117266124004818 | Q3 2024 | 9 | 198,858,265 | 13F-HR | 11/14/2024 | Oakcliff Capital Partners, LP |