Bryan Lawrence

Mostly held

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

Data as of 2026-03-31 (filed 2026-05-15) · Source: SEC EDGAR

Portfolio value$226.6M（−3%）

Holdings8

Reporting quarterQ1 2026

Top holdingInteractive Brokers Group In

Portfolio overview

Oakcliff Capital Partners, LP's most recent 13F filing, for the quarter ended 2026-03-31, reports 8 positions worth $226.6M. The top 5 holdings represent 84% of that value, a concentrated portfolio.

The single largest position is Interactive Brokers Group In at 30.5% of the portfolio, followed by Gildan Activewear Inc at 16.7% and Alphabet Inc at 15.0%.

Against the prior quarter, Bryan Lawrence opened 0 new positions, exited 0, added to 1, and trimmed 1.

Across all 8 quarters on file, Interactive Brokers Group In has appeared in every filing, as has Gildan Activewear 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.

High-conviction

Guidewire Software IncGWREBig new buy

Big add last quarter — 9.5% of the book.

Interactive Brokers Group InIBKRCore · 8q

A core position held 8 quarters running.

Gildan Activewear IncGILCore · 8q

A core position held 8 quarters running.

Strike-zone picks

As of 2026-07-02, 1 of Bryan Lawrence's tracked holdings trade below our conservative value band (strike zone).

Open any to see the stock's valuation →

SGUStar Group Lp$18–$25/sh−27%

Valuation as of 2026-07-02; method: conservative Greenwald value band + Owner-Earnings DCF. Position observation, not advice.

Next · is it cheap

Bryan Lawrence holds 1 position now in the strike zone.

See the full strike-zone list

Holdings

Security	Value	Valuation	Holders	Shares	Weight (prev→now)
Interactive Brokers Group InIBKR	$69.1M	Above value	6	1,030,740	28.4% → 30.5%
Gildan Activewear IncGIL	$37.9M	—	1	681,689	18.3% → 16.7%
Alphabet IncGOOG	$33.9M	Above value	31	118,161	15.9% → 15.0%
Transdigm Group IncTDG	$28.0M	Above value	5	24,170	13.8% → 12.4%
Guidewire Software IncGWRE	$21.6M	—	1	144,183	7.2% → 9.5% ▲
Star Group LpSGU	$13.5M	Strike zone· unconf.	1	1,099,239	5.6% → 6.0%
Natural Resource Partners LpNRP	$12.3M	—	1	102,057	5.7% → 5.4% ▼
Lennar CorpLEN	$10.2M	Within band	4	118,000	5.2% → 4.5%

Interactive Brokers Group InIBKR
Value$69.1MValuationAbove valueHolders6Weight (prev→now)28.4% → 30.5%
Gildan Activewear IncGIL
Value$37.9MValuation—Holders1Weight (prev→now)18.3% → 16.7%
Alphabet IncGOOG
Value$33.9MValuationAbove valueHolders31Weight (prev→now)15.9% → 15.0%
Transdigm Group IncTDG
Value$28.0MValuationAbove valueHolders5Weight (prev→now)13.8% → 12.4%
Guidewire Software IncGWRE
Value$21.6MValuation—Holders1Weight (prev→now)7.2% → 9.5% ▲
Star Group LpSGU
Value$13.5MValuationStrike zone· unconf.Holders1Weight (prev→now)5.6% → 6.0%
Natural Resource Partners LpNRP
Value$12.3MValuation—Holders1Weight (prev→now)5.7% → 5.4% ▼
Lennar CorpLEN
Value$10.2MValuationWithin bandHolders4Weight (prev→now)5.2% → 4.5%

Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-15

Stay Updated

Curated 13F moves and valuation insights, straight to your inbox.