Bryan R. Lawrence - Oakcliff Capital Partners Portfolio Stock Holdings
Oakcliff Capital Partners disclosed 8 stock positions valued at approximately $226.6 million in its latest SEC 13F filing. The largest holdings include INTERACTIVE BROKERS GROUP IN, GILDAN ACTIVEWEAR INC, and ALPHABET INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 8
- Portfolio Value
- $226.6M
Holdings by Sector
Oakcliff Capital Partners Portfolio Holdings in Q1 2026
8 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 30.50% | 1,030,740 | - | - | $69,131,732 |
| GILDAN ACTIVEWEAR INC | GIL | Consumer Cyclical | 16.74% | 681,689 | - | - | $37,935,993 |
| ALPHABET INC | GOOG | Communication Services | 14.96% | 118,161 | - | - | $33,895,664 |
| TRANSDIGM GROUP INC | TDG | Industrials | 12.36% | 24,170 | - | - | $28,012,063 |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 9.51% | 144,183 | +61,000 | +73.33% | $21,564,009 |
| STAR GROUP LP | SGU | Energy | 5.96% | 1,099,239 | - | - | $13,498,655 |
| NATURAL RESOURCE PARTNERS LP | NRP | Energy | 5.45% | 102,057 | -25,294 | -19.86% | $12,348,897 |
| LENNAR CORP | LEN | Consumer Cyclical | 4.52% | 118,000 | - | - | $10,247,120 |