Bryan Lawrence Portfolio Holdings by Sector

Oakcliff Capital Partners, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Capital Markets \| Financial Services IBKR 1 stocks	$42,670 22.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$29,454 15.52% of portfolio	-	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical GIL 1 stocks	$27,048 14.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$18,460 9.73% of portfolio	-	-	-	-	0 Calls 0 Puts
Thermal Coal \| Energy NRP 1 stocks	$15,993 8.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LEN LGIH 2 stocks	$15,260 8.04% of portfolio	1	1	1	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy SGU 1 stocks	$14,487 7.63% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CHTR 1 stocks	$14,092 7.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology GWRE 1 stocks	$12,306 6.48% of portfolio	-	-	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Oakcliff Capital Partners, LP, based on Form 13F filings with the SEC.

Stay updated on Oakcliff Capital Partners, LP and Bryan Lawrence with notifications on news.