Bryan Lawrence - Oakcliff Capital
Oakcliff Capital Partners · SEC Form 13F portfolio
- Period
- 2026-06-30
- Portfolio value
- $268.45M
- Holdings
- 9
- Top 10
- 100.0%
Latest reported holdings
| Holding | % of Portfolio | Value | Shares | Change |
|---|---|---|---|---|
INTERACTIVE BROKERS GROUP IN · COM CL A | 33.42% | $89.72M | 1.03M | Unchanged |
ALPHABET INC · CAP STK CL C | 15.55% | $41.75M | 118.16K | Unchanged |
GILDAN ACTIVEWEAR INC · COM | 13.10% | $35.18M | 681.69K | Unchanged |
TRANSDIGM GROUP INC · COM | 11.99% | $32.20M | 24.17K | Unchanged |
GUIDEWIRE SOFTWARE INC · COM | 7.27% | $19.53M | 158.68K | +10.06% |
MOODY'S CORP · COM | 5.74% | $15.40M | 34.00K | New |
STAR GROUP L P UNIT LTD PARTNR No company page | 5.26% | $14.11M | 1.10M | Unchanged |
LENNAR CORP-A · CL A | 3.98% | $10.68M | 118.00K | Unchanged |
NATURAL RESOURCE PARTNERS LP COM UNIT LTD PAR No company page | 3.69% | $9.90M | 102.06K | Unchanged |