Oakcliff Capital Partners

Managed by Bryan Lawrence

Portfolio Value: $268.5M

Holdings: 9

Quarter: 2026-Q2

Aging — next filings due soon — Q2 2026 • ended Jun 30, 2026 • 13F due ~Aug 14 • 124d old • 16/17 funds filed • latest filing Aug 13 • prices as of 4:17 PM ET

Verify on SEC EDGAR →

2026-Q2

AddGWREGUIDEWIRE SOFTWARE INC

+14,500 shares(+10.1%)· ~$130.39 avg

New BuyMCOMOODYS CORP

+34,000 shares· ~$449.62 avg

2026-Q1

AddGWREGUIDEWIRE SOFTWARE INC

+61,000 shares(+73.3%)· ~$150.75 avg

Reduce

2025-Q4

AddGWREGUIDEWIRE SOFTWARE INC

+17,500 shares(+26.6%)· ~$216.83 avg

ReduceNRPNATURAL RESOURCE PARTNERS L

-41,706 shares(-24.7%)· ~$104.41 avg

2025-Q3

AddTDGTRANSDIGM GROUP INC

+2,877 shares(+13.5%)· ~$1405.51 avg

AddNRPNATURAL RESOURCE PARTNERS L

+15,127 shares(+9.8%)· ~$101.48 avg

2025-Q2

AddIBKRINTERACTIVE BROKERS GROUP IN

+773,055 shares(+300.0%)· ~$45.58 avg

AddGILGildan Activewear Inc

+70,000 shares(+11.4%)· ~$45.56 avg

AddLENLENNAR CORP

+14,000 shares(+13.5%)· ~$108.19 avg

SoldCHTRCHARTER COMMUNICATIONS INC N

-38,239 shares (closed)· ~$381.40 avg

SoldLGIHLGI HOMES INC

-49,996 shares (closed)

2025-Q1

ReduceIBKRINTERACTIVE BROKERS GROUP IN

-42,000 shares(-14.0%)· ~$49.27 avg

New BuyLENLENNAR CORP

+104,000 shares· ~$124.99 avg

ReduceLGIHLGI HOMES INC

-66,384 shares(-57.0%)· ~$79.01 avg

2024-Q4

ReduceIBKRINTERACTIVE BROKERS GROUP IN

-2,962 shares(-1.0%)· ~$42.38 avg

ReduceGILGildan Activewear Inc

-3,710 shares(-0.6%)· ~$48.39 avg

ReduceTDGTRANSDIGM GROUP INC

-131 shares(-0.6%)· ~$1301.69 avg

ReduceGOOGALPHABET INC

-719 shares(-0.6%)· ~$178.06 avg

ReduceNRPNATURAL RESOURCE PARTNERS L

-936 shares(-0.6%)· ~$104.28 avg

ReduceCHTRCHARTER COMMUNICATIONS INC N

-235 shares(-0.6%)· ~$365.42 avg

ReduceSGUSTAR GROUP L P

-6,689 shares(-0.6%)· ~$11.71 avg

ReduceGWREGUIDEWIRE SOFTWARE INC

-58,752 shares(-47.2%)· ~$185.07 avg

ReduceLGIHLGI HOMES INC

-708 shares(-0.6%)· ~$104.02 avg

Oakcliff Capital Partners

2026-Q2

2026-Q1

2025-Q4

2025-Q3

2025-Q2

2025-Q1

2024-Q4

2024-Q3