Oakcliff Capital Partners, Lp (Bryan Lawrence)
Basic Stats
Market Value
186.99M
Top 10 (%)
100.00%
Portfolio Size (Change from Prev.)
10 (0)
Avg. Holding Period
18 years
Turnover
0.20%
Industry Breakdown
Services-computer Programming, Data Processing, Etc.
23.32%
Security Brokers, Dealers & Flotation Companies
19.84%
Aircraft Parts & Auxiliary Equipment, Nec
14.64%
Apparel & Other Finishd Prods Of Fabrics & Similar Matl
12.48%
Services-prepackaged Software
9.18%
Bituminous Coal & Lignite Surface Mining
7.42%
Title Insurance
7.14%
Retail-retail Stores, Nec
6.29%
Cable & Other Pay Television Services
6.15%
Operative Builders
5.20%
Company | Ticker | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Interactive Brokers Group In | IBKR | 37.10M | 19.84% | 302.65K | — | — | $126.75 | 0.28% |
 Transdigm Group Inc | TDG | 27.37M | 14.64% | 21.42K | — | — | $1,252.72 | 0.04% |
 Gildan Activewear Inc | GIL | 23.34M | 12.48% | 615.40K | — | — | $37.71 | 0.36% |
 Alphabet Inc | GOOG | 21.80M | 11.66% | 118.88K | — | — | $184.49 | 0.00% |
 Guidewire Software Inc | GWRE | 17.16M | 9.18% | 124.44K | — | — | $138.99 | 0.15% |
 Natural Resource Partners L | NRP | 13.88M | 7.42% | 154.87K | New Buy | 154.87K | $98.50 | 1.21% |
 Fidelity National Financial | FNF | 13.34M | 7.14% | 270K | — | — | $48.58 | 0.10% |
 Star Group L P | SGU | 11.77M | 6.29% | 1.11M | — | — | $10.84 | 3.11% |
 Charter Communications Inc N | CHTR | 11.50M | 6.15% | 38.47K | — | — | $296.02 | 0.03% |
 Lgi Homes Inc | LGIH | 9.72M | 5.20% | 108.59K | — | — | $88.81 | 0.46% |
 Hallador Energy Company | HNRG | — | — | — | Sold Out | -372.66K | $7.48 | — |