Bryan R. Lawrence - Oakcliff Capital Partners Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Oakcliff Capital Partners disclosed 9 stock positions valued at approximately $268.45M as of quarter-end June 30, 2026. The largest holdings include INTERACTIVE BROKERS GROUP IN, ALPHABET INC, and GILDAN ACTIVEWEAR INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 9
- Portfolio Value
- $268.45M
Holdings by Sector
Oakcliff Capital Partners Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 33.42% | 1,030,740 | - | - | $89,715,610 |
| ALPHABET INC | GOOG | Communication Services | 15.55% | 118,161 | - | - | $41,749,826 |
| GILDAN ACTIVEWEAR INC | GIL | Consumer Cyclical | 13.10% | 681,689 | - | - | $35,175,152 |
| TRANSDIGM GROUP INC | TDG | Industrials | 11.99% | 24,170 | - | - | $32,195,407 |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 7.27% | 158,683 | +14,500 | +10.06% | $19,525,943 |
| MOODY'S CORP | MCO | Financial Services | 5.74% | 34,000 | +34,000 | +100.00% | $15,399,280 |
| STAR GROUP L P | SGU | Energy | 5.26% | 1,099,239 | - | - | $14,114,229 |
| LENNAR CORP-A | LEN | Consumer Cyclical | 3.98% | 118,000 | - | - | $10,677,820 |
| NATURAL RESOURCE PARTNERS LP | NRP | Energy | 3.69% | 102,057 | - | - | $9,899,529 |
Showing 9 of 9 holdings in the latest reporting period.