Bryan Lawrence Portfolio Holdings by Sector
Oakcliff Capital Partners, LP
- $232 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Capital Markets | Financial Services
IBKR 1 stocks |
$70,925
30.61% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
GIL 1 stocks |
$39,401
17.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
TDG 1 stocks |
$31,856
13.75% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$28,778
12.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Thermal Coal | Energy
NRP 1 stocks |
$17,750
7.66% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
GWRE 1 stocks |
$15,097
6.52% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LEN 1 stocks |
$14,872
6.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
SGU 1 stocks |
$13,003
5.61% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|