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Bryan Lawrence

Oakcliff Capital Partners, LP

·

CIK

1657335

Investor known for his value investing approach and his focus on identifying undervalued securities with strong growth potential, particularly in the technology and healthcare sectors.

27 Apr 2026

Last Update

AUM
$233.25M
Holdings
8
ROI %
27.23%
QoQ%
-6.34%
Avg. Holding Period
3y

Sector Breakdown

Top Investments

Performance

Holdings

S&P 500

Stocks

8

Options

0
Ticker
Name
Shares
Shares value
% Portfolio
Change
Change %
History
Avg. Buy Price
Current price
Report Date
IB

IBKR

Interactive Brokers Group Inc
$11.68(450.60%)
31 Dec 2025
GI

GIL

Gildan Activewear Inc.
$31.24(99.94%)
31 Dec 2025
GO

GOOG

Alphabet Inc Class C
$54.32(477.69%)
31 Dec 2025
TD

TDG

Transdigm Group Incorporated
$387.66(243.05%)
31 Dec 2025
GW

GWRE

Guidewire Software Inc
$130.1(54.50%)
31 Dec 2025
NR

NRP

Natural Resource Partners LP
$91.01(14.71%)
31 Dec 2025
SG

SGU

Star Gas Partners LP
$9.29(27.45%)
31 Dec 2025

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