Bryan R. Lawrence - Oakcliff Capital Partners Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Aug 14, 2025 | |
| Total Stocks | 8 | |
| Portfolio Value | $200.10M |
Oakcliff Capital Partners Portfolio Allocation
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Financial Services | 28.54% | |
| Consumer Cyclical | 23.29% | |
| Industrials | 16.18% | |
| Energy | 13.78% | |
| Communication Services | 10.48% | |
| Technology | 7.73% | |