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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

Verify on SEC EDGAR →

2025-Q4

ReduceNRPNATURAL RESOURCE PARTNERS L

-41,706 shares

AddGWREGUIDEWIRE SOFTWARE INC

+17,500 shares

2025-Q3

AddTDGTRANSDIGM GROUP INC

+2,877 shares

AddNRPNATURAL RESOURCE PARTNERS L

+15,127 shares

2025-Q2

SoldCHTRCHARTER COMMUNICATIONS INC N

-38,239 shares (closed)

AddIBKRINTERACTIVE BROKERS GROUP IN

+773,055 shares

AddGILGILDAN ACTIVEWEAR INC

+70,000 shares

SoldLGIHLGI HOMES INC

-49,996 shares (closed)

AddLENLENNAR CORP

+14,000 shares

2025-Q1

New BuyLENLENNAR CORP

+104,000 shares

ReduceIBKRINTERACTIVE BROKERS GROUP IN

-42,000 shares

ReduceLGIHLGI HOMES INC

-66,384 shares

2024-Q4

ReduceIBKRINTERACTIVE BROKERS GROUP IN

-2,962 shares

ReduceGWREGUIDEWIRE SOFTWARE INC

-58,752 shares

ReduceLGIHLGI HOMES INC

-708 shares

ReduceTDGTRANSDIGM GROUP INC

-131 shares

ReduceGOOGALPHABET INC

-719 shares

Reduce

2024-Q3

SoldFNFFIDELITY NATIONAL FINANCIAL

-270,000 shares (closed)

AddLGIHLGI HOMES INC

+8,498 shares

2024-Q2

New BuyNRPNATURAL RESOURCE PARTNERS L

+154,866 shares

SoldHNRGHALLADOR ENERGY COMPANY

-372,664 shares (closed)

NRP

NATURAL RESOURCE PARTNERS L

-936 shares

ReduceCHTRCHARTER COMMUNICATIONS INC N

-235 shares

ReduceGILGILDAN ACTIVEWEAR INC

-3,710 shares

ReduceSGUSTAR GROUP L P

-6,689 shares