Bryan R. Lawrence - Oakcliff Capital Partners 13F Activity & Position Changes (Q2 2025)

According to the SEC 13F filed on Aug 14, 2025, the Oakcliff Capital Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2025, the filing reported:

New Buys - None reported

Increases - Gildan Activewear, Inc., Interactive Brokers Group, Inc., Lennar Corporation

Reductions - None reported

Complete Exits - Charter Communications, Inc., LGI Homes, Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2025	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell - Position Exit	-38,239	-100.0%	$0.00	-
Q2 2025	GIL Gildan Activewear, Inc.	Gildan Activewear, Inc.	Buy	+70,000	+11.4%	$33.57M	681,689
Q2 2025	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Buy	+773,055	+300.0%	$57.11M	1,030,740
Q2 2025	LEN Lennar Corporation	Lennar Corporation	Buy	+14,000	+13.5%	$13.05M	118,000
Q2 2025	LGIH LGI Homes, Inc.	LGI Homes, Inc.	Sell - Position Exit	-49,996	-100.0%	$0.00	-