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NRP position history

The shares of Natural Resource Partners (NRP) that Oakcliff Capital Partners, LP reported in each quarter’s 13F.

Equity, COM UNIT LTD PAR

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q2: 154,866 shares, $14M, 7.4% of portfolio, New
  2. 2024 Q3: 154,866 shares, $15M, 7.6% of portfolio
  3. 2024 Q4: 153,930 shares, $17M, 8.7% of portfolio, Reduce −0.6%
  4. 2025 Q1: 153,930 shares, $16M, 8.4% of portfolio
  5. 2025 Q2: 153,930 shares, $15M, 7.3% of portfolio
  6. 2025 Q3: 169,057 shares, $18M, 7.7% of portfolio, Add +9.8%
  7. 2025 Q4: 127,351 shares, $13M, 5.7% of portfolio, Reduce −24.7%
  8. 2026 Q1: 102,057 shares, $12M, 5.4% of portfolio, Reduce −19.9%
  9. 2026 Q2: 102,057 shares, $9.9M, 3.7% of portfolio
Holdings date Value % of holdings Shares Filing date All 13F holders