Bryan R. Lawrence's Portfolio

Oakcliff Capital Partners 13F holdings

What is Bryan R. Lawrence's portfolio?

Oakcliff Capital Partners has disclosed a total of 8 security holdings in their (2026 Q1) SEC 13F filing(s) with portfolio value of $226,634,133.

What stocks does Bryan R. Lawrence own?

In Bryan R. Lawrence's portfolio as of 31 Mar 2026, the top 5 holdings are (IBKR) INTERACTIVE BROKERS GRO-CL A (30.50%), (GIL) GILDAN ACTIVEWEAR INC (16.74%), (GOOG) ALPHABET INC-CL C (14.96%), (TDG) TRANSDIGM GROUP INC (12.36%) and (GWRE) GUIDEWIRE SOFTWARE INC (9.51%).

To see the historical data of Oakcliff Capital Partners's portfolio holdings please click on the "2026 Q1" dropdown menu and select the date.

To see Oakcliff Capital Partners's original 13F reports (2026 Q1), please click on the "important" button.

Portfolio value: $226M+
Period: 2026 Q1
Number of stock: 8
Update: 15 May 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOG
ALPHABET INC-CL C
14.96%
118,161
$286.86
27.50% $365.76
$33,895,664
GIL
GILDAN ACTIVEWEAR INC
16.74%
681,689
$55.65
3.52% $57.61
$37,935,993
GWRE
GUIDEWIRE SOFTWARE INC
9.51%
144,183
$149.56
9.03% $136.06
$21,564,009
+73.33% (+61,000)
+4.03%
IBKR
INTERACTIVE BROKERS GRO-CL A
30.50%
1,030,740
$67.07
25.84% $84.40
$69,131,732
LEN
LENNAR CORP-A
4.52%
118,000
$86.84
4.20% $90.49
$10,247,120
NRP
NATURAL RESOURCE PARTNERS LP
5.45%
102,057
$121.00
-
$12,348,897
-19.86% (-25,294)
-1.35%
SGU
STAR GROUP LP
5.96%
1,099,239
$12.28
3.34% $12.69
$13,498,655
TDG
TRANSDIGM GROUP INC
12.36%
24,170
$1,158.96
6.88% $1,238.74
$28,012,063
8 of 8

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.