Featured 13F manager
Oakcliff Capital Partners, LP Bryan Lawrence
New York, NY 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $268M
- 9 Positions
- 2026 Q2
- +18.1% QoQ
- Top 5 81.3%
Portfolio
top 5 81.3% · top 10 100.0%
- IBKR - Interactive Brokers · CL A 33.4%
- GOOG - Alphabet · CL C 15.5%
- GIL - Gildan Activewear 13.1%
- TDG - Transdigm Group 12.0%
- GWRE - Guidewire Software 7.3%
- MCO - Moody's 5.7%
- SGU - STAR Group L P 5.3%
- LEN - Lennar -A · CL A 4.0%
- NRP - Natural Resource Partners 3.7%
AUM over time
Book
| TDG - Transdigm Group | 22.04% | Hold | 55,698 | $536.66 | $30M | — | — |
| GOOG - Alphabet · CL C | 15.59% | Add +5.8% | 9,665 | $2,187 | $21M | +530 | −$4M |
| IBKR - Interactive Brokers · CL A | 14.65% | Add +20.5% | 361,247 | $55.01 | $20M | +61,400 | +$109K |
| CHTR - Charter Communications · CL A | 12.46% | Reduce −21.4% | 36,074 | $468.54 | $17M | −9,800 | −$8M |
| GWRE - Guidewire Software | 10.44% | Add +7.0% | 199,435 | $70.99 | $14M | +13,000 | −$3M |
| SGU - STAR Group L P | 8.82% | Hold | 1,305,167 | $9.17 | $12M | — | — |
| CDLXEUR - Cardlytics | 5.59% | Add +11.5% | 339,736 | $22.31 | $8M | +35,000 | −$9M |
| Lgi Homes | 4.81% | New | 75,000 | $86.91 | $7M | +75,000 | +$7M |
| Alteryx · CL A | 3.49% | Reduce −49.9% | 97,847 | $48.42 | $5M | −97,500 | −$9M |
| HNRG - Hallador Energy | 2.10% | Hold | 527,140 | $5.41 | $3M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CVNA - Carvana · CL A | 11.19% | Exit | 0 | $119.29 | $22M | −180,928 | −$22M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 9 | $268M | +18.1% | 13F-HR | 8/13/2026 | 000117266126003363 |
| 2026 Q1 | 8 | $227M | −2.6% | 13F-HR | 5/15/2026 | 000117266126002106 |
| 2025 Q4 | 8 | $233M | +0.4% | 13F-HR | 2/17/2026 | 000117266126001030 |
| 2025 Q3 | 8 | $232M | +16.0% | 13F-HR | 11/14/2025 | 000117266125004906 |
| 2025 Q2 | 8 | $200M | +5.3% | 13F-HR | 8/14/2025 | 000117266125003336 |
| 2025 Q1 | 10 | $190M | −3.1% | 13F-HR | 5/15/2025 | 000117266125001957 |
| 2024 Q4 | 9 | $196M | −1.5% | 13F-HR | 2/14/2025 | 000117266125000895 |
| 2024 Q3 | 9 | $199M | +6.4% | 13F-HR | 11/14/2024 | 000117266124004818 |
| 2024 Q2 | 10 | $187M | +12.0% | 13F-HR | 8/14/2024 | 000117266124003474 |
| 2024 Q1 | 10 | $167M | +5.0% | 13F-HR | 5/15/2024 | 000117266124002372 |
| 2023 Q4 | 10 | $159M | +8.9% | 13F-HR | 2/14/2024 | 000117266124001088 |
| 2023 Q3 | 9 | $146M | −2.7% | 13F-HR | 11/14/2023 | 000117266123003952 |
| 2023 Q2 | 9 | $150M | +4.2% | 13F-HR | 8/14/2023 | 000117266123003065 |
| 2023 Q1 | 8 | $144M | +7.5% | 13F-HR | 5/15/2023 | 000117266123002175 |
| 2022 Q4 | 8 | $134M | +12.6% | 13F-HR | 2/14/2023 | 000117266123000989 |
| 2022 Q3 | 9 | $119M | −12.5% | 13F-HR | 11/14/2022 | 000117266122002468 |
| 2022 Q2 | 10 | $136M | −29.5% | 13F-HR | 8/15/2022 | 000117266122001837 |
| 2022 Q1 | 10 | $193M | −11.9% | 13F-HR | 5/16/2022 | 000117266122001378 |
| 2021 Q4 | 11 | $219M | −3.1% | 13F-HR | 2/14/2022 | 000117266122000743 |
| 2021 Q3 | 10 | $226M | — | 13F-HR | 11/15/2021 | 000117266121002300 |
About
Oakcliff Capital Partners, LP
20 processed 13Fs on this site · 2021 Q3–2026 Q2