Oakcliff Capital Partners, LP Holdings - 4Q25

As of December 31, 2025, Oakcliff Capital Partners, LP reported 8 positions comprising 8 stocks worth $233.2M. The top 5 holdings represented 83.5% 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.