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.
Comparison unavailable.
Choose one report period to compare it with the preceding quarter.
01 / THE RECORDS17 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 ↗ |
| 45841N107INTERACTIVE BROKERS GROUP IN | 1,030,740shares | $69,131,732Reported market value$67.07 / reported unit (derived) | 30.50%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 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 | $37,935,993Reported market value$55.65 / reported unit (derived) | 16.74%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 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 ↗ |
| 02079K107ALPHABET INC | 118,161shares | $33,895,664Reported market value$286.86 / reported unit (derived) | 14.96%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 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 ↗ |
| 893641100TRANSDIGM GROUP INC | 24,170shares | $28,012,063Reported market value$1,158.96 / reported unit (derived) | 12.36%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 40171V100GUIDEWIRE SOFTWARE INC | 144,183shares | $21,564,009Reported market value$149.56 / reported unit (derived) | 9.51%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 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 ↗ |
| 85512C105STAR GROUP LP | 1,099,239shares | $13,498,655Reported market value$12.28 / reported unit (derived) | 5.96%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 63900P608NATURAL RESOURCE PARTNERS LP | 102,057shares | $12,348,897Reported market value$121 / reported unit (derived) | 5.45%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 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 ↗ |
| 526057104LENNAR CORP | 118,000shares | $10,247,120Reported market value$86.84 / reported unit (derived) | 4.52%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 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
Found a missing detail or an error?Help improve this record ↗
BUILT WITH YOUR INPUTYour comments help
Your comments help
HoldingsAtlas grow.
Tell us what is useful, what is missing and what we could do better. Your feedback matters.
Visit the feedback page ↗