Oakcliff Capital Partners, LP — 13F-HR — 2026-06-30
U.S. SEC EDGAR · Published 13 Aug 2026 · Collected 22 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
BLPHOTO PENDING
PERSON / P105INVESTOR
Bryan Lawrence
Investor associated with Oakcliff Capital, interviewed on Richer, Wiser, Happier in April 2024. These are institutional disclosures, not his private account.
Biography: www.theinvestorspodcast.com
READ THIS FIRST ↗
These are disclosures by an associated institution. The person’s name provides context; it does not establish current management, personal ownership or who made the trade.
A CLOSER LOOK / 30 Jun 2026Largest positions
Largest positions
in this source table.
Weights calculated from the complete reported table of U.S. SEC EDGAR. Denominator: that source’s disclosed public table, not personal wealth.
See source & scope ↗INTERACTIVE BROKERS GROUP IN
33.42%
ALPHABET INC
15.55%
GILDAN ACTIVEWEAR INC
13.10%
TRANSDIGM GROUP INC
11.99%
GUIDEWIRE SOFTWARE INC
Top 5 of 9 selected source-table records. 7.27%
Comparison unavailable.
Split adjustments and security identity require review before comparison.
01 / THE RECORDS9 MATCHING RECORDS
The disclosed positions.
2 record sources ↗| ASSET / SECURITY | REPORTED QUANTITY | REPORTED VALUE / USD | WEIGHT | QUARTERLY ACTIVITY | RECORD TYPE / OWNER | SOURCE |
|---|---|---|---|---|---|---|
| 45841N107INTERACTIVE BROKERS GROUP IN | 1,030,740shares | $89,715,610Reported market value$87.04 / reported unit (derived) | 33.42%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 02079K107ALPHABET INC | 118,161shares | $41,749,826Reported market value$353.33 / reported unit (derived) | 15.55%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 375916103GILDAN ACTIVEWEAR INC | 681,689shares | $35,175,152Reported market value$51.6 / reported unit (derived) | 13.10%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 893641100TRANSDIGM GROUP INC | 24,170shares | $32,195,407Reported market value$1,332.04 / reported unit (derived) | 11.99%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 40171V100GUIDEWIRE SOFTWARE INC | 158,683shares | $19,525,943Reported market value$123.05 / reported unit (derived) | 7.27%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 615369105MOODY'S CORP | 34,000shares | $15,399,280Reported market value$452.92 / reported unit (derived) | 5.74%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 85512C105STAR GROUP L P | 1,099,239shares | $14,114,229Reported market value$12.84 / reported unit (derived) | 5.26%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 526057104LENNAR CORP-A | 118,000shares | $10,677,820Reported market value$90.49 / reported unit (derived) | 3.98%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 63900P608NATURAL RESOURCE PARTNERS LP | 102,057shares | $9,899,529Reported market value$97 / reported unit (derived) | 3.69%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
Figures retain their source’s meaning. Unknown is not zero. Dates, share classes and option exposures may differ; source-table coverage is not a complete personal portfolio.
02 / THE REFERENCES
Go back to the evidence.
Details ↗Open in the source library ↗
Oakcliff Capital Partners, LP — 13F-HR — 2026-03-31
U.S. SEC EDGAR · Published 15 May 2026 · Collected 22 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
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