Diversified Portfolio with Strong Financial Services Presence
Oakcliff Capital Partners' portfolio features significant investments in financial services and consumer cyclical sectors, with notable holdings and strategic allocations.
By AI Generated.Nov 30, 2025, 2:39 AM
Investment Portfolio Analysis
Bryan R. Lawrence from Oakcliff Capital Partners has constructed a diversified investment portfolio worth $231,687,094 as of 2025-09-30.
- Top Holdings: The largest investments are in INTERACTIVE BROKERS GROUP IN (IBKR) valued at $70,925,219 and GILDAN ACTIVEWEAR INC (GIL) worth $39,401,624.
- Sector Concentration: Financial Services accounts for 30.61%, followed by Consumer Cyclical at 17.01%. Energy and Communication Services each contribute around 7.66% and 12.42%, respectively.
- Notable Changes: TRANSDIGM GROUP INC (TDG) saw an increase in shares by 2,877 units, while NRP increased by 15,127 shares, representing a 9.83% rise in value.
- Strategy Overview: The portfolio balances growth potential across sectors with significant allocations to high-growth areas like Consumer Cyclical and Energy, complemented by stable Financial Services exposure.
As of the latest data, the portfolio demonstrates a strategic approach to asset allocation, emphasizing sector diversification while maintaining strong positions in key growth areas.