Bryan Lawrence Portfolio Holdings

Oakcliff Capital Partners, LP

$232 Million
Q3 2025

Oakcliff Capital Partners, LP, under direction of Bryan Lawrence has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $232 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 $70.9M, Gildan Activewear Inc. with a value of $39.4M, Trans Digm Group Inc with a value of $31.9M, Alphabet Inc. with a value of $28.8M, and Natural Resource Partners LP with a value of $17.8M.

Examining the 13F form we can see an increase of $31.6M in the current position value, from $200M to 232M.

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 $232 Million

Financial Services: $70.9 Million

Consumer Cyclical: $54.3 Million

Industrials: $31.9 Million

Energy: $30.8 Million

Communication Services: $28.8 Million

Technology: $15.1 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	$1.69T	$28.8 Million 12.42% of portfolio	118,161	Q4 2024 Reduced 0.6%

Summary

Portfolio
No. of Stocks 8
Current Value $232 Million
Prior Value $200 Million
Filing
Period Q3 2025
Filing Date November 14, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 0 stocks
Additional Purchases 2 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

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