---
title: Bryan Lawrence (Oakcliff Capital Partners, LP) — 13F holdings
canonical: https://sweetvaluelab.com/investors/bryan-lawrence
cik: 0001657335
quarter: 2026-06-30
filed: 2026-08-13
---
# Bryan Lawrence — Oakcliff Capital Partners, LP

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 13, 2026: 9 positions worth $268.5M. Against the quarter ended Mar 31, 2026: 1 bought, 1 added to, 7 unchanged, 0 reduced, 0 sold. The top five are 81% of the portfolio, the top ten 100%; 5 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| IBKR | INTERACTIVE BROKERS GROUP IN | 1,030,740 | $89.7M | 33.4% | held (0%) |
| GOOG | ALPHABET INC | 118,161 | $41.7M | 15.6% | held (0%) |
| GIL | GILDAN ACTIVEWEAR INC | 681,689 | $35.2M | 13.1% | held (0%) |
| TDG | TRANSDIGM GROUP INC | 24,170 | $32.2M | 12.0% | held (0%) |
| GWRE | GUIDEWIRE SOFTWARE INC | 158,683 | $19.5M | 7.3% | added (+10%) |
| MCO | MOODY'S CORP | 34,000 | $15.4M | 5.7% | bought |
| SGU | STAR GROUP L P | 1,099,239 | $14.1M | 5.3% | held (0%) |
| LEN | LENNAR CORP-A | 118,000 | $10.7M | 4.0% | held (0%) |
| NRP | NATURAL RESOURCE PARTNERS LP | 102,057 | $9.9M | 3.7% | held (0%) |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| MCO | MOODY'S CORP | 34,000 | 0 | bought | +$15.4M | $15.4M |
| GWRE | GUIDEWIRE SOFTWARE INC | 158,683 | 144,183 | added (+10%) | +$1.8M | $19.5M |

---

Source: https://sweetvaluelab.com/investors/bryan-lawrence (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.