Bryan Lawrence

Oakcliff Capital · SEC CIK 1657335

Concentrated value, patient capital.

Q1 2026

Latest 13F

$226.63M

Filed US book

Positions

Largest holdings, as filed

Top 8 of 8 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.

Company	Ticker	Value	Weight
INTERACTIVE BROKERS GROUP IN	IBKR	$69.13M	30.5%
GILDAN ACTIVEWEAR INC	GIL	$37.94M	16.7%
ALPHABET INC	GOOG	$33.90M	15.0%
TRANSDIGM GROUP INC	TDG	$28.01M	12.4%
GUIDEWIRE SOFTWARE INC	GWRE	$21.56M	9.5%
STAR GROUP LP	SGU	$13.50M	6.0%
NATURAL RESOURCE PARTNERS LP	NRP	$12.35M	5.5%
LENNAR CORP	LEN	$10.25M	4.5%

Inside the app: the full book for Oakcliff Capital, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.

Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.