Oakcliff Capital Partners — Bryan Lawrence | Fund Consensus

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Oakcliff Capital Partners

Managed by Bryan Lawrence

Portfolio Value: $233.2M

Holdings: 8

Quarter: 2025-Q4

Holdings Activity Buys Sells History

Holdings are from 13F filings; quotes are current market prices.

Stock	% Port	Activity	Shares	Rpt Price	Value	Current $	% Chg	52w Low	52w High
IBKRINTERACTIVE BROKERS GROUP IN	28.4%	Hold	1,030,740	$64.31	$66.3M	$67.69	+5.3%	$32.82	$79.18
GILGILDAN ACTIVEWEAR INC	18.3%	Hold	681,689	$62.46	$42.6M	$56.50	-9.5%	$37.16	$73.70
GOOGALPHABET INC	15.9%	Hold	118,161	$313.80	$37.1M	$294.46	-6.2%	$142.66	$350.15
TDGTRANSDIGM GROUP INC	13.8%	Hold	24,170	$1329.85	$32.1M	$1173.27	-11.8%	$1123.61	$1623.83
GWREGUIDEWIRE SOFTWARE INC	7.2%	Add	83,183	$201.01	$16.7M	$117.95	-41.3%	$115.68	$272.60
NRPNATURAL RESOURCE PARTNERS L	5.7%	Reduce	127,351	$104.40	$13.3M	$122.80	+17.6%	$86.83	$128.60
SGUSTAR GROUP L P	5.6%	Hold	1,099,239	$11.84	$13.0M	$12.60	+6.4%	$11.31	$13.64
LENLENNAR CORP	5.2%	Hold	118,000	$102.80	$12.1M	$90.21	-12.2%	$89.63	$144.24