Oakcliff Capital Partners, Lp (Bryan Lawrence)
Basic Stats
Market Value
158.87M
Top 10 (%)
100.00%
Portfolio Size
10 (1)
Avg. Holding Period
18 years
Turnover
0.10%
Industry Breakdown
Security Brokers, Dealers & Flotation Companies
17.72%
Aircraft Parts & Auxiliary Equipment, Nec
15.48%
Apparel & Other Finishd Prods Of Fabrics & Similar Matl
12.81%
Services-computer Programming, Data Processing, Etc.
12.32%
Services-prepackaged Software
10.26%
Cable & Other Pay Television Services
9.41%
Title Insurance
8.67%
Retail-retail Stores, Nec
8.03%
Operative Builders
3.23%
Silver Ores
2.07%
Company | Ticker | Market Value | % Portfolio | Shares | Change | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Interactive Brokers Group In | IBKR | 28.16M | 17.72% | 339.65K | — | — | $82.90 | 0.32% |
 Transdigm Group Inc | TDG | 24.59M | 15.48% | 24.31K | — | — | $1,011.60 | 0.04% |
 Gildan Activewear Inc | GIL | 20.35M | 12.81% | 615.40K | — | — | $33.06 | 0.35% |
 Alphabet Inc | GOOG | 19.57M | 12.32% | 138.88K | — | — | $140.93 | 0.00% |
 Guidewire Software Inc | GWRE | 16.29M | 10.26% | 149.44K | -8.57% | -14K | $109.04 | 0.18% |
 Charter Communications Inc N | CHTR | 14.95M | 9.41% | 38.47K | 8.15% | 2.90K | $388.68 | 0.03% |
 Fidelity National Financial | FNF | 13.78M | 8.67% | 270K | — | — | $51.02 | 0.10% |
 Star Group L P | SGU | 12.75M | 8.03% | 1.11M | — | — | $11.53 | 3.11% |
 Lgi Homes Inc | LGIH | 5.14M | 3.23% | 38.59K | New Buy | 38.59K | $133.16 | 0.16% |
 Hallador Energy Company | HNRG | 3.29M | 2.07% | 372.66K | — | — | $8.84 | 1.12% |
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