Bryan R. Lawrence's Portfolio

Oakcliff Capital Partners 13F holdings

What is Bryan R. Lawrence's portfolio?

Oakcliff Capital Partners has disclosed a total of 8 security holdings in their (2025 Q4) SEC 13F filing(s) with portfolio value of $233,248,030.

What stocks does Bryan R. Lawrence own?

In Bryan R. Lawrence's portfolio as of 31 Dec 2025, the top 5 holdings are (IBKR) INTERACTIVE BROKERS GRO-CL A (28.42%), (GIL) GILDAN ACTIVEWEAR INC (18.25%), (GOOG) ALPHABET INC-CL C (15.90%), (TDG) TRANSDIGM GROUP INC (13.78%) and (GWRE) GUIDEWIRE SOFTWARE INC (7.17%).

To see the historical data of Oakcliff Capital Partners's portfolio holdings please click on the "2025 Q4" dropdown menu and select the date.

To see Oakcliff Capital Partners's original 13F reports (2025 Q4), please click on the "important" button.

Portfolio value: $233M+
Period: 2025 Q4
Number of stock: 8
Update: 17 Feb 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOG
ALPHABET INC-CL C
15.90%
118,161
$313.80
16.56% $365.76
$37,078,922
GIL
GILDAN ACTIVEWEAR INC
18.25%
681,689
$62.46
7.76% $57.61
$42,578,295
GWRE
GUIDEWIRE SOFTWARE INC
7.17%
83,183
$201.01
32.31% $136.06
$16,720,615
+26.64% (+17,500)
+1.51%
IBKR
INTERACTIVE BROKERS GRO-CL A
28.42%
1,030,740
$64.31
31.24% $84.40
$66,286,889
LEN
LENNAR CORP-A
5.20%
118,000
$102.80
11.97% $90.49
$12,130,400
NRP
NATURAL RESOURCE PARTNERS LP
5.70%
127,351
$104.40
-
$13,295,444
-24.67% (-41,706)
-1.87%
SGU
STAR GROUP LP
5.58%
1,099,239
$11.84
7.18% $12.69
$13,014,990
TDG
TRANSDIGM GROUP INC
13.78%
24,170
$1,329.85
6.85% $1,238.74
$32,142,475
8 of 8

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.