Bryan R. Lawrence - Oakcliff Capital Partners Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 13, 2026, the Oakcliff Capital Partners portfolio balances reported a total equity value of $268.45M across 9 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight INTERACTIVE BROKERS GROUP IN (IBKR) as the single largest position, accounting for 33.4% of total equity value, followed by ALPHABET INC (GOOG), GILDAN ACTIVEWEAR INC (GIL), TRANSDIGM GROUP INC (TDG), and others. Collectively, the top five holdings represent 81.3% of the portfolio, showing how capital is distributed among core positions and long-term investments.