Oakcliff Capital
Long Only- Manager
- Bryan Lawrence
- Quarter
- Q2 2026
- Filed
- 2026-08-13
- 13F value
- $268.5M
- Positions
- 9
- CIK
- 0001657335
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Interactive Brokers Group InIBKRHISTORY | 33.42% | — | $89.7M | 1,030,740 | — | 2.44% | 13F |
| 2 | Alphabet IncGOOGHISTORY | 15.55% | — | $41.7M | 118,161 | — | 0.00% | 13F |
| 3 | Gildan Activewear IncGILHISTORY | 13.10% | — | $35.2M | 681,689 | — | 0.37% | 13F |
| 4 | Transdigm Group IncTDGHISTORY | 11.99% | — | $32.2M | 24,170 | — | 0.04% | 13F |
| 5 | Guidewire Software IncGWREHISTORY | 7.27% | +10.1% | $19.5M | 158,683 | +14,500 | 0.19% | 13F |
| 6 | Moody's CorpMCOHISTORY | 5.74% | NEW | $15.4M | 34,000 | +34,000 | 0.02% | 13F |
| 7 | Star Group L PSGUHISTORY | 5.26% | — | $14.1M | 1,099,239 | — | 3.35% | 13F |
| 8 | Lennar Corp-ALENHISTORY | 3.98% | — | $10.7M | 118,000 | — | 0.05% | 13F |
| 9 | Natural Resource Partners LPNRPHISTORY | 3.69% | — | $9.9M | 102,057 | — | 0.77% | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Schedule 13D/13G stakes are merged in when present (shares and percent of class, no dollar value). Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology