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	$57,113 28.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical GIL 1 stocks	$33,566 16.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$32,378 16.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$20,960 10.48% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology GWRE 1 stocks	$15,465 7.73% of portfolio	-	-	-	-	0 Calls 0 Puts
Thermal Coal \| Energy NRP 1 stocks	$14,701 7.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LEN 1 stocks	$13,051 6.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy SGU 1 stocks	$12,861 6.43% of portfolio	-	-	-	-	0 Calls 0 Puts

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