Oakcliff Capital Partners, Lp (Bryan Lawrence)
Basic Stats
Market Value
200.10M
Top 10 (%)
100.0%
Portfolio Size (Change from Prev.)
8 (-2)
Avg. Holding Period
21 years
Turnover
0.3%
Industry Breakdown
Security Brokers, Dealers & Flotation Companies
28.5%
Services-computer Programming, Data Processing, Etc.
21.0%
Apparel & Other Finishd Prods Of Fabrics & Similar Matl
16.8%
Aircraft Parts & Auxiliary Equipment, Nec
16.2%
Services-prepackaged Software
7.7%
Bituminous Coal & Lignite Surface Mining
7.3%
General Bldg Contractors - Residential Bldgs
6.5%
Retail-retail Stores, Nec
6.4%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 IBKR | Interactive Brokers Group In | 57.11M | 28.5% | 1.0M | 300.0% | 773.1K | 55.00 | 0.2% |
 GIL | Gildan Activewear Inc | 33.57M | 16.8% | 681.7K | 11.4% | 70.0K | 49.00 | 0.5% |
 TDG | Transdigm Group Inc | 32.38M | 16.2% | 21.3K | — | — | 1.52K | 0.0% |
 GOOG | Alphabet Inc | 20.96M | 10.5% | 118.2K | — | — | 177.00 | 0.0% |
 GWRE | Guidewire Software Inc | 15.47M | 7.7% | 65.7K | — | — | 235.00 | 0.1% |
 NRP | Natural Resource Partners L | 14.70M | 7.3% | 153.9K | — | — | 96.00 | 1.2% |
 LEN | Lennar Corp | 13.05M | 6.5% | 118.0K | 13.5% | 14.0K | 111.00 | 0.0% |
 SGU | Star Group L P | 12.86M | 6.4% | 1.1M | — | — | 12.00 | 3.2% |
 LGIH | Lgi Homes Inc | — | — | — | Sold Out | -50.0K | 121.00 | — |
 CHTR | Charter Communications Inc N | — | — | — | Sold Out | -38.2K | 360.00 | — |