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

As of Jun 30, 2026, the Oakcliff Capital Partners portfolio balances reported a total equity value of $268.45M across 9 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 13, 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 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.