Bryan Lawrence Portfolio Holdings

Oakcliff Capital Partners, LP

  • $200 Million
  • Q2 2025

Oakcliff Capital Partners, LP, under direction of Bryan Lawrence has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $200 Million distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Interactive Brokers Group, Inc. with a value of $57.1M, Gildan Activewear Inc. with a value of $33.6M, Trans Digm Group Inc with a value of $32.4M, Alphabet Inc. with a value of $21M, and Guidewire Software, Inc. with a value of $15.5M.

Examining the 13F form we can see an increase of $10.3M in the current position value, from $190M to 200M.

Oakcliff Capital Partners, LP is based out at New York, NY

Below you can find more details about Bryan Lawrence portfolio as well as his latest detailed transactions.

Portfolio value $200 Million
Financial Services: $57.1 Million
Consumer Cyclical: $46.6 Million
Industrials: $32.4 Million
Energy: $27.6 Million
Communication Services: $21 Million
Technology: $15.5 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $200 Million
  • Prior Value $190 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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