Oakcliff Capital Partners, LP Bryan Lawrence
New York, NY 20 processed 13Fs on this site, 2021 Q3 to 2026 Q2
- $268M
- 9 holdings
- 2026 Q2
- +18.1% QoQ
- Top 5 81.3%
AUM over time
Book
| IBKR, Interactive Brokers | Reduce −14.0% | 257,685 | $165.59 | $43M | −42,000 | −$10M | |
| TDG, TransDigm | Hold | 21,293 | $1,383 | $29M | — | — | |
| GIL, Gildan Activewear | Hold | 611,689 | $44.22 | $27M | — | — | |
| GOOG, Alphabet | Hold | 118,161 | $156.23 | $18M | — | — | |
| NRP, Natural Resource Partners | Hold | 153,930 | $103.90 | $16M | — | — | |
| SGU, Star Group | Hold | 1,099,239 | $13.18 | $14M | — | — | |
| CHTR, Charter Communications | Hold | 38,239 | $368.53 | $14M | — | — | |
| GWRE, Guidewire Software | Hold | 65,683 | $187.36 | $12M | — | — | |
| LEN, Lennar | New | 104,000 | $114.78 | $12M | +104,000 | +$12M | |
| Lgi Homes | Reduce −57.0% | 49,996 | $66.47 | $3.3M | −66,384 | −$7.1M |
Filings history
20 periods, with AUM normalized
| Period | Holds | 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 to 2026 Q2