Bryan Lawrence Portfolio Holdings

Oakcliff Capital Partners, LP

  • $196 Million
  • Q4 2024

Oakcliff Capital Partners, LP, under direction of Bryan Lawrence has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $196 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Interactive Brokers Group, Inc. with a value of $52.9M, Gildan Activewear Inc. with a value of $28.8M, Trans Digm Group Inc with a value of $27M, Alphabet Inc. with a value of $22.5M, and Natural Resource Partners LP with a value of $17.1M.

Examining the 13F form we can see an decrease of $3.29M in the current position value, from $199M to 196M.

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 $196 Million
Financial Services: $52.9 Million
Consumer Cyclical: $39.2 Million
Communication Services: $35.6 Million
Energy: $29.8 Million
Industrials: $27 Million
Technology: $11.1 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $196 Million
  • Prior Value $199 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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