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Bryan Lawrence
Oakcliff Capital Partners
Concentrated value investor
$268.5M
Portfolio Value
9
Holdings
Q2 '26
Period
2026-08-13
Filed
📈
⚠️ ApproximationSimulated 13F Return
Total Return
+20.59%
Q4 '24 → Q3 '25
Annualized
+28.47%/yr
S&P: +18.77%/yr
Alpha (vs S&P)
+6.87%
3 quarters tracked
1-Year Return
—
⚠️ Approximation only. 13F filings are delayed ~45 days. Options, shorts, and intra-quarter trades not captured.
📈 Recent Activity
Changes from previous quarter
📊 Sector Breakdown
Portfolio allocation by sector
Unknown 72.5%Technology 15.6%Industrials 12.0%
💼 Holdings
🔍
9 of 9 positions · $268.5M
This quarter: 1 new position, increased 1. Net buyer.
| # | Stock | % Portfolio▼ | Activity | Shares | Reported Price | Value | Current Price | +/- Reported | 52w Low | 52w High | SEC | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IBKRINTERACTIVE BROKERS GROUP IN | 33.4% | Held | 1030740 | $87.04 | $89.7M | — | — | — | — | 📄 | |
| 2 | GOOGALPHABET INC | 15.6% | Held | 118161 | $353.33 | $41.7M | — | — | — | — | 📄 | |
| 3 | GILGILDAN ACTIVEWEAR INC | 13.1% | Held | 681689 | $51.60 | $35.2M | — | — | — | — | 📄 | |
| 4 | TDGTRANSDIGM GROUP INC | 12.0% | Held | 24170 | $1332.04 | $32.2M | — | — | — | — | 📄 | |
| 5 | GWREGUIDEWIRE SOFTWARE INC | 7.3% | Add 10.06% | 158683 | $123.05 | $19.5M | — | — | — | — | 📄 | |
| 6 | MCOMOODY'S CORP | 5.7% | Buy | 34000 | $452.92 | $15.4M | — | — | — | — | 📄 | |
| 7 | SGUSTAR GROUP L P | 5.3% | Held | 1099239 | $12.84 | $14.1M | — | — | — | — | 📄 | |
| 8 | LENLENNAR CORP-A | 4.0% | Held | 118000 | $90.49 | $10.7M | — | — | — | — | 📄 | |
| 9 | NRPNATURAL RESOURCE PARTNERS LP | 3.7% | Held | 102057 | $97.00 | $9.9M | — | — | — | — | 📄 |