Oakcliff Capital Partners, LP

CIK 0001657335 · Q2 2026

13F Equity AUM

$268.5M

+18.4% QoQ

Positions

+1 QoQ

AUM Rank

#5,313

Top 61%

Skill Alpha (FF)

+1.4%/yr^ns

No Clear Edge

Rank #1,626 · Top 20%

vs S&P +0.9%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 81.3%Top 10: 100.0%Top 20: 100.0%

IBKR33.4%

GOOG15.6%

GIL13.1%

T7D12.0%

GWRE7.3%

DUT5.7%

SGU5.3%

LEN4.0%

NRP3.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services33.4%

Consumer Discretionary17.7%

Consumer Cyclical17.1%

Communication Services15.6%

Energy8.9%

Technology7.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 9Median: 7.27%Avg: 11.11%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

0(0.0%)

3–5%

2(7.7%)

5%+

7(92.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 9vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New1Increased1Decreased0Exited0

New Positions

DUT5.7%

+34K

Increased

GWRE7.3%

+15K(+10%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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