Bryan Lawrence Portfolio Holdings

Oakcliff Capital Partners, LP

$187 Million
Q2 2024

Oakcliff Capital Partners, LP, under direction of Bryan Lawrence has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $187 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Interactive Brokers Group, Inc. with a value of $37.1M, Trans Digm Group Inc with a value of $27.4M, Gildan Activewear Inc. with a value of $23.3M, Alphabet Inc. with a value of $21.8M, and Guidewire Software, Inc. with a value of $17.2M.

Examining the 13F form we can see an increase of $20.1M in the current position value, from $167M to 187M.

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 $187 Million

Financial Services: $50.4 Million

Communication Services: $33.3 Million

Consumer Cyclical: $33.1 Million

Industrials: $27.4 Million

Energy: $25.6 Million

Technology: $17.2 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
GOOG Alphabet Inc. Communication Services	$1.11T	$21.8 Million 11.66% of portfolio	118,880	Q1 2024 Reduced 14.4%

Summary

Portfolio
No. of Stocks 10
Current Value $187 Million
Prior Value $167 Million
Filing
Period Q2 2024
Filing Date August 14, 2024
Form Type 13F-HR
Activity in Q2 2024
New Purchases 1 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

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