Bryan Lawrence profile

Oakcliff Capital Partners, Lp (Bryan Lawrence)

Basic Stats

Market Value

150.13M

Top 10 (%)

100.00%

Portfolio Size

9 (1)

Avg. Holding Period

18 years

Turnover

0.11%

Industry Breakdown

Aircraft Parts & Auxiliary Equipment, Nec

19.30%

Security Brokers, Dealers & Flotation Companies

18.79%

Apparel & Other Finishd Prods Of Fabrics & Similar Matl

13.22%

Services-computer Programming, Data Processing, Etc.

12.94%

Retail-retail Stores, Nec

10.06%

Cable & Other Pay Television Services

8.71%

Services-prepackaged Software

8.38%

Title Insurance

6.47%

Silver Ores

2.13%

TDG(19%)IBKR(19%)GIL(13%)GOOG(13%)SGU(10%)CHTR(9%)GWRE(8%)FNF(6%)$150.13M (100%)Market Value
Transdigm Group Inc Website

Transdigm Group Inc

TDG28.97M19.30%32.40K

-12.90%

-4.80K$894.170.06%
Interactive Brokers Group In Website

Interactive Brokers Group In

IBKR28.21M18.79%339.65K

$83.070.16%
Gildan Activewear Inc Website

Gildan Activewear Inc

GIL19.84M13.22%615.40K

9.81%

55K$32.240.34%
Alphabet Inc Website

Alphabet Inc

GOOG19.43M12.94%160.60K

-25.75%

-55.71K$120.970.00%
Star Group L P Website

Star Group L P

SGU15.11M10.06%1.11M

-0.83%

-9.24K$13.663.10%
Charter Communications Inc N Website

Charter Communications Inc N

CHTR13.07M8.71%35.57K

$367.370.02%
Guidewire Software Inc Website

Guidewire Software Inc

GWRE12.59M8.38%165.44K

-17.05%

-34K$76.080.20%
Fidelity National Financial Website

Fidelity National Financial

FNF9.72M6.47%270K

New Buy

270K$36.000.10%
Hallador Energy Company Website

Hallador Energy Company

HNRG3.19M2.13%372.66K

$8.571.13%

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