Oakcliff Capital Partners

Managed by Bryan Lawrence

Portfolio Value: $233.2M

Holdings: 8

Quarter: 2025-Q4

2025-Q4 vs 2025-Q3

Stock	Action	% Port	Shares	Δ Shares	Δ % Port	Rpt Price
GWREGUIDEWIRE SOFTWARE INC	Add	7.2%	83,183	+17,500	+0.7pp	$201.01