Oakcliff Capital Partners, LP Holdings - 2Q26

As of June 30, 2026, Oakcliff Capital Partners, LP reported 9 positions comprising 9 stocks worth $268.5M. The top 5 holdings represented 81.3% of the portfolio. During the quarter, the fund entered 1 new position and exited 0. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.