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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.

05 Aug 2026

Last Update

AUM
$226.63M
Holdings
8
ROI %
11.47%
QoQ%
-0.74%
Avg. Holding Period
4y

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(474.23%)
31 Mar 2026
GI

GIL

Gildan Activewear Inc.
$31.24(78.14%)
31 Mar 2026
GO

GOOG

Alphabet Inc Class C
$54.32(428.09%)
31 Mar 2026
TD

TDG

Transdigm Group Incorporated
$387.66(198.96%)
31 Mar 2026
GW

GWRE

Guidewire Software Inc
$138.33(8.12%)
31 Mar 2026
SG

SGU

Star Gas Partners LP
$9.29(32.19%)
31 Mar 2026
NR

NRP

Natural Resource Partners LP
$91.01(32.95%)
31 Mar 2026

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