Bryan Lawrence

Net buying

Oakcliff Capital Partners, LP — managed by Bryan Lawrence; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-06-30 (filed 2026-08-13) · Source: SEC EDGAR

Portfolio value$268.5M (+18%)

Holdings9 (+1)

Top holdingInteractive Brokers Group In

Below band1

New

Added

Exited

By what price implies: 1 demand a demanding growth rate, 2 modest.

13F × valuation

Valuation posture

Of 2 valued US positions, 1 trade below a conservative value band (as of 2026-08-26):

Interactive Brokers Group InIBKR23% · below

13F · concentration

Lonely conviction

Held by ≤2 tracked superinvestors, each ≥3% of this portfolio (as of 2026-06-30):

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
Interactive Brokers Group InIBKR	$89.7M	Below value	10	1,030,740	33.4%	Core 8q
Alphabet IncGOOG	$41.7M	—	37	118,161	15.6%	Core 8q
Gildan Activewear IncGIL	$35.2M	—	2	681,689	13.1%	Core 8q
Transdigm Group IncTDG	$32.2M	—	7	24,170	12.0%	Core 8q
Guidewire Software IncGWRE	$19.5M	—	1	158,683	7.3%	Adding 3q
Moody's CorpMCO	$15.4M	—	20	34,000	5.7%	Big new
Star Group L PSGU	$14.1M	—	1	1,099,239	5.3%	—
Lennar Corp-ALEN	$10.7M	—	7	118,000	4.0%	No trim 6q
Natural Resource Partners LpNRP	$9.9M	—	1	102,057	3.7%	—

Interactive Brokers Group InIBKRCore 8q
Value$89.7MValuationBelow valueHolders10Weight33.4%
Alphabet IncGOOGCore 8q
Value$41.7MValuation—Holders37Weight15.6%
Gildan Activewear IncGILCore 8q
Value$35.2MValuation—Holders2Weight13.1%
Transdigm Group IncTDGCore 8q
Value$32.2MValuation—Holders7Weight12.0%
Guidewire Software IncGWREAdding 3q
Value$19.5MValuation—Holders1Weight7.3%
Moody's CorpMCOBig new
Value$15.4MValuation—Holders20Weight5.7%
Star Group L PSGU—
Value$14.1MValuation—Holders1Weight5.3%
Lennar Corp-ALENNo trim 6q
Value$10.7MValuation—Holders7Weight4.0%
Natural Resource Partners LpNRP—
Value$9.9MValuation—Holders1Weight3.7%

What is a superinvestor

About this investor

Portfolio overview

Oakcliff Capital Partners, LP's most recent 13F filing, for the quarter ended 2026-06-30, reports 9 positions worth $268.5M. The top 5 holdings represent 81% of that value, a concentrated portfolio.

The single largest position is Interactive Brokers Group In at 33.4% of the portfolio, followed by Alphabet Inc at 15.6% and Gildan Activewear Inc at 13.1%.

Against the prior quarter, Bryan Lawrence opened 1 new position, exited 0, added to 1, and trimmed 0. The largest new buy was Moody's Corp.

Across all 8 quarters on file, Interactive Brokers Group In has appeared in every filing, as has Alphabet Inc. Interactive Brokers Group In currently ranks first by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

Bryan Lawrence has no positions in the strike zone right now. Browse the whole market by value band

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-13

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