Oakcliff Capital Partners, Lp (Bryan Lawrence)
Basic Stats
Market Value
195.57M
Top 10 (%)
100.0%
Portfolio Size (Change from Prev.)
9 (0)
Avg. Holding Period
21 years
Turnover
—
Industry Breakdown
Security Brokers, Dealers & Flotation Companies
27.1%
Services-computer Programming, Data Processing, Etc.
23.0%
Apparel & Other Finishd Prods Of Fabrics & Similar Matl
14.7%
Aircraft Parts & Auxiliary Equipment, Nec
13.8%
Bituminous Coal & Lignite Surface Mining
8.7%
Cable & Other Pay Television Services
6.7%
Retail-retail Stores, Nec
6.5%
Services-prepackaged Software
5.7%
Operative Builders
5.3%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 IBKR | Interactive Brokers Group In | 52.95M | 27.1% | 299.7K | -1.0% | -3.0K | 177.00 | 0.3% |
 GIL | Gildan Activewear Inc | 28.78M | 14.7% | 611.7K | -0.6% | -3.7K | 47.00 | 0.4% |
 TDG | Transdigm Group Inc | 26.98M | 13.8% | 21.3K | -0.6% | -131.0 | 1.27K | 0.0% |
 GOOG | Alphabet Inc | 22.50M | 11.5% | 118.2K | -0.6% | -719.0 | 190.00 | 0.0% |
 NRP | Natural Resource Partners L | 17.09M | 8.7% | 153.9K | -0.6% | -936.0 | 111.00 | 1.2% |
 CHTR | Charter Communications Inc N | 13.11M | 6.7% | 38.2K | -0.6% | -235.0 | 343.00 | 0.0% |
 SGU | Star Group L P | 12.69M | 6.5% | 1.1M | -0.6% | -6.7K | 12.00 | 3.2% |
 GWRE | Guidewire Software Inc | 11.07M | 5.7% | 65.7K | -47.2% | -58.8K | 169.00 | 0.1% |
 LGIH | Lgi Homes Inc | 10.40M | 5.3% | 116.4K | -0.6% | -708.0 | 89.00 | 0.5% |