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 8 security holdings in their (2025 Q2) SEC 13F filing(s) with portfolio value of $200,099,229.

What stocks does Bryan R. Lawrence own?

In Bryan R. Lawrence's portfolio as of 30 Jun 2025, the top 5 holdings are (IBKR) INTERACTIVE BROKERS GRO-CL A (28.54%), (GIL) GILDAN ACTIVEWEAR INC (16.77%), (TDG) TRANSDIGM GROUP INC (16.18%), (GOOG) ALPHABET INC-CL C (10.48%) and (GWRE) GUIDEWIRE SOFTWARE INC (7.73%).

To see the historical data of Oakcliff Capital Partners's portfolio holdings please click on the "2025 Q2" dropdown menu and select the date.

To see Oakcliff Capital Partners's original 13F reports (2025 Q2), please click on the "important" button.

Portfolio value: $200M+
Period: 2025 Q2
Number of stock: 8
Update: 14 Aug 2025
GOOG
10.48%
118,161
$177.39
13.10% $200.62
$20,960,580
GIL
16.77%
681,689
$49.24
10.09% $54.21
$33,566,366
+11.44% (+70,000)
+1.72%
GWRE
7.73%
65,683
$235.45
9.49% $213.11
$15,465,062
IBKR
28.54%
1,030,740
$55.41
12.74% $62.47
$57,113,303
LEN
6.52%
118,000
$110.61
16.75% $129.14
$13,051,980
+13.46% (+14,000)
+0.77%
NRP
7.35%
153,930
$95.51
6.01% $101.25
$14,701,854
SGU
6.43%
1,099,239
$11.70
1.71% $11.50
$12,861,096
TDG
16.18%
21,293
$1,520.64
8.38% $1,393.14
$32,378,988
8 of 8

Completely sold out

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.