Bryan Lawrence profile

Oakcliff Capital Partners, Lp (Bryan Lawrence)

Basic Stats

Market Value$118.95M
Top 10 (%)100.00%
Portfolio Size9 (-1)
Avg. Holding Period17 years
Turnover11.11%

Industry Breakdown

Aircraft Part & Auxiliary Equipment, Nec24.57%
Security Brokers, Dealers & Flotation Companies19.41%
Services-computer Programming, Data Processing, Etc.15.63%
Services-prepackaged Software14.92%
Cable & Other Pay Television Services9.66%
Retail-retail Stores, Nec8.92%
Operative Builders5.13%
Bituminous Coal & Lignite Mining1.76%
TDG(25%)IBKR(19%)GOOG(16%)GWRE(10%)CHTR(10%)SGU(9%)$118.95M (100%)Market Value
Company
Ticker
Market Value
% Portfolio
Shares
Change
Chg. Shares
Quarter End Price
% Owned
29.23M
24.57%
55.70K
-
$524.82
0.09%
23.09M
19.41%
361.25K
-
$63.91
0.36%
18.59M
15.63%
193.30K
-
$96.15
12.28M
10.32%
199.44K
-
$61.58
0.24%
11.49M
9.66%
37.87K
4.99%
1.80K
$303.35
0.02%
10.61M
8.92%
1.31M
-
$8.13
3.55%
6.10M
5.13%
75K
-
$81.37
0.32%
5.46M
4.59%
97.85K
-
$55.84
0.14%
2.09M
1.76%
372.66K
-29.30%
-154.48K
$5.62
1.22%
Sold Out
-339.74K
$9.40