Oakcliff Capital Partners, Lp (Bryan Lawrence)
Basic Stats
Market Value
189.77M
Top 10 (%)
100.0%
Portfolio Size (Change from Prev.)
10 (1)
Avg. Holding Period
20 years
Turnover
0.1%
Industry Breakdown
Security Brokers, Dealers & Flotation Companies
22.5%
Services-computer Programming, Data Processing, Etc.
19.5%
Aircraft Parts & Auxiliary Equipment, Nec
15.5%
Apparel & Other Finishd Prods Of Fabrics & Similar Matl
14.3%
Bituminous Coal & Lignite Surface Mining
8.4%
Retail-retail Stores, Nec
7.6%
Cable & Other Pay Television Services
7.4%
Services-prepackaged Software
6.5%
General Bldg Contractors - Residential Bldgs
6.3%
Operative Builders
1.8%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 IBKR | Interactive Brokers Group In | 42.67M | 22.5% | 257.7K | -14.0% | -42.0K | 166.00 | 0.2% |
 TDG | Transdigm Group Inc | 29.45M | 15.5% | 21.3K | — | — | 1.38K | 0.0% |
 GIL | Gildan Activewear Inc | 27.05M | 14.3% | 611.7K | — | — | 44.00 | 0.4% |
 GOOG | Alphabet Inc | 18.46M | 9.7% | 118.2K | — | — | 156.00 | 0.0% |
 NRP | Natural Resource Partners L | 15.99M | 8.4% | 153.9K | — | — | 104.00 | 1.2% |
 SGU | Star Group L P | 14.49M | 7.6% | 1.1M | — | — | 13.00 | 3.2% |
 CHTR | Charter Communications Inc N | 14.09M | 7.4% | 38.2K | — | — | 369.00 | 0.0% |
 GWRE | Guidewire Software Inc | 12.31M | 6.5% | 65.7K | — | — | 187.00 | 0.1% |
 LEN | Lennar Corp | 11.94M | 6.3% | 104.0K | New Buy | 104.0K | 115.00 | 0.0% |
 LGIH | Lgi Homes Inc | 3.32M | 1.8% | 50.0K | -57.0% | -66.4K | 66.00 | 0.2% |