Oakcliff Capital Partners, LP Holdings - 1Q26

As of March 31, 2026, Oakcliff Capital Partners, LP reported 8 positions comprising 8 stocks worth $226.6M. The top 5 holdings represented 84.1% of the portfolio. During the quarter, the fund entered 0 new positions and exited 0. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.