# Bryan Lawrence — Oakcliff Capital Partners

Source: SEC EDGAR 13F filings (CIK 0001657335).
Page URL: https://superinvestorclub.com/manager/39
Last updated: 2026-07-08T11:34:32.968Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), Bryan Lawrence reported 8 long equity positions in their Oakcliff Capital Partners 13F filing, with a total reported value of $226.6M.

### About

Concentrated value investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | 1030740 | $69.1M | 30.50% | — |
| 2 | GIL | GILDAN ACTIVEWEAR INC | 681689 | $37.9M | 16.74% | — |
| 3 | GOOG | ALPHABET INC | 118161 | $33.9M | 14.96% | — |
| 4 | TDG | TRANSDIGM GROUP INC | 24170 | $28.0M | 12.36% | — |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | 144183 | $21.6M | 9.51% | 73.3% |
| 6 | SGU | STAR GROUP LP | 1099239 | $13.5M | 5.96% | — |
| 7 | NRP | NATURAL RESOURCE PARTNERS LP | 102057 | $12.3M | 5.45% | -19.9% |
| 8 | LEN | LENNAR CORP | 118000 | $10.2M | 4.52% | — |

## New positions this quarter (0)


## Increased positions (0)


## Reduced positions (2)

- GWRE: 144183 shares (73.3%), $21.6M
- NRP: 102057 shares (-19.9%), $12.3M

## Sold positions (0)


## Filing history (9)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-17)
- 2025-09-30 (filed 2025-11-14)
- 2025-06-30 (filed 2025-08-14)
- 2025-03-31 (filed 2025-05-15)
- 2024-12-31 (filed 2025-02-14)
- 2024-09-30 (filed 2024-11-14)
- 2024-06-30 (filed 2024-08-14)
- 2024-03-31 (filed 2024-05-15)

## Citation

When citing, use: "Bryan Lawrence, Oakcliff Capital Partners, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/39)".