Bryan R. Lawrence - Oakcliff Capital Partners Portfolio Position Sizes (Q1 2026)

As of Mar 31, 2026, the Oakcliff Capital Partners portfolio balances reported a total equity value of $226.63M across 8 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 15, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight INTERACTIVE BROKERS GROUP IN (IBKR) as the single largest position, accounting for 30.5% of total equity value, followed by GILDAN ACTIVEWEAR INC (GIL), ALPHABET INC (GOOG), TRANSDIGM GROUP INC (TDG), and others. Collectively, the top five holdings represent 84.1% of the portfolio, showing how capital is distributed among core positions and long-term investments.