Oakcliff Capital Partners’s Natural Resource Partners NRP Stock Holding History

Oakcliff Capital Partners’s Portfolio NRP Stock Details NRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.9M	Hold	102,057	–	–	3.69%	9
2026 Q1	$12.3M	Sell	102,057 -25,294	-20%	-$3M	5.45%	7
2025 Q4	$13.3M	Sell	127,351 -41,706	-25%	-$4.35M	5.7%	6
2025 Q3	$17.8M	Buy	169,057 +15,127	+10%	+$1.54M	7.66%	5
2025 Q2	$14.7M	Hold	153,930	–	–	7.35%	6
2025 Q1	$16M	Hold	153,930	–	–	8.43%	5
2024 Q4	$17.1M	Sell	153,930 -936	-0.6%	-$96.4K	8.74%	5
2024 Q3	$15.1M	Hold	154,866	–	–	7.62%	6
2024 Q2	$13.9M	Buy	+154,866	New	+$14M	7.42%	6

Other funds holding NRP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Solidarity Wealth Lehi, Utah $574M AUM 22.42% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

SCM

Saber Capital Management Fuquay Varina, North Carolina $147M AUM

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

LCAM

Long Corridor Asset Management Hong Kong $331M AUM 10.35% 1-Year Est. Return

EBSAM

Eubel Brady & Suttman Asset Management Miamisburg, Ohio $842M AUM 17.25% 1-Year Est. Return

Oakcliff Capital Partners's NRP Position: Q2 2026 in Review

Oakcliff Capital Partners held its Natural Resource Partners (NRP) position steady in Q2 2026 at 102,057 shares worth $9.9M. The position accounts for 3.69% of the portfolio, ranked #9.

Oakcliff Capital Partners first reported a position in NRP in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.8M in Q3 2025. 75 funds tracked by Wall St. Rank hold NRP as of Q2 2026.

Oakcliff Capital Partners held 102,057 shares of Natural Resource Partners worth $9.9M as of Q2 2026.
Oakcliff Capital Partners left its Natural Resource Partners share count unchanged in Q2 2026.
Natural Resource Partners made up 3.69% of Oakcliff Capital Partners's portfolio in Q2 2026, its #9 holding.
Oakcliff Capital Partners first reported a position in Natural Resource Partners in Q2 2024 and has held it in 9 quarters since.
Oakcliff Capital Partners's Natural Resource Partners position peaked at $17.8M in Q3 2025.
75 funds tracked by Wall St. Rank held Natural Resource Partners as of Q2 2026.

Based on Oakcliff Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.