Bryan R. Lawrence's Portfolio

Oakcliff Capital Partners 13F holdings

What is Bryan R. Lawrence's portfolio?

Oakcliff Capital Partners has disclosed a total of 10 security holdings in their (2025 Q1) SEC 13F filing(s) with portfolio value of $189,773,871.

What stocks does Bryan R. Lawrence own?

In Bryan R. Lawrence's portfolio as of 31 Mar 2025, the top 5 holdings are (IBKR) INTERACTIVE BROKERS GRO-CL A (22.48%), (TDG) TRANSDIGM GROUP INC (15.52%), (GIL) GILDAN ACTIVEWEAR INC (14.25%), (GOOG) ALPHABET INC-CL C (9.73%) and (NRP) NATURAL RESOURCE PARTNERS LP (8.43%).

To see the historical data of Oakcliff Capital Partners's portfolio holdings please click on the "2025 Q1" dropdown menu and select the date.

To see Oakcliff Capital Partners's original 13F reports (2025 Q1), please click on the "important" button.

Portfolio value: $189M+
Period: 2025 Q1
Number of stock: 10
Update: 15 May 2025
GOOG
9.73%
118,161
$156.23
10.71% $172.96
$18,460,293
CHTR
7.43%
38,239
$368.53
7.40% $395.81
$14,092,219
GIL
14.25%
611,689
$44.22
8.91% $48.16
$27,048,888
GWRE
6.48%
65,683
$187.36
12.79% $211.32
$12,306,367
IBKR
22.48%
257,685
$165.59
26.40% $209.30
$42,670,059
-14.01% (-42,000)
-3.66%
LEN
6.29%
104,000
$114.78
7.59% $106.07
$11,937,120
buy
+6.29%
LGIH
1.75%
49,996
$66.47
23.72% $50.70
$3,323,234
-57.04% (-66,384)
-2.33%
NRP
8.43%
153,930
$103.90
6.81% $96.82
$15,993,327
SGU
7.63%
1,099,239
$13.18
8.88% $12.01
$14,487,970
TDG
15.52%
21,293
$1,383.29
5.59% $1,460.68
$29,454,394
10 of 10

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.