DOSSIER · 13F-HR · Q1 2026
Oakcliff Capital Partners, LP
Oakcliff's family office based in Omaha, NE — $227M in tracked AUM across 8 positions as of Q1 2026.
O
Oakcliff·Omaha, NE·Family Office
CIK 0001657335 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Oakcliff Capital Partners, LP reported a significant contraction in portfolio assets for the quarter ending September 30, 2025. The total portfolio value decreased by 27.3%, dropping from $200.10 million to $145.56 million. This reduction in assets under management is not solely attributable to market performance but is largely the result of active capital deployment, specifically the liquidation of three major positions totaling approximately $79 million. The fund curren...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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