Bryan R. Lawrence Holdings Activity

Oakcliff Capital Partners Portfolio 13F

Oakcliff Capital Partners has disclosed a total of 2 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 1 and decreased the number of shares of 1 position(s).

What stocks is Bryan R. Lawrence buying now?

In the recent quarter Bryan R. Lawrence has bought (GWRE) GUIDEWIRE SOFTWARE INC (added shares +73.33%).

What does Bryan R. Lawrence invest in?

Bryan R. Lawrence's top 5 holdings (by % of portfolio) are (IBKR) INTERACTIVE BROKERS GRO-CL A (30.5%), (GIL) GILDAN ACTIVEWEAR INC (16.74%), (GOOG) ALPHABET INC-CL C (14.96%), (TDG) TRANSDIGM GROUP INC (12.36%) and (GWRE) GUIDEWIRE SOFTWARE INC (9.51%).

In the latest report(s) the following change has been made to the top investments: (GWRE) GUIDEWIRE SOFTWARE INC (added shares +73.33%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2026 Q1 (2 results)

GWRE

GUIDEWIRE SOFTWARE INC

+73.33%

+61,000

+4.03%

$149.56

18.05% $122.56

9.51%

NRP

NATURAL RESOURCE PARTNERS LP

-19.86%

-25,294

-1.35%

$121.00

5.45%

2025 Q4 (2 results)

GWRE

GUIDEWIRE SOFTWARE INC

+26.64%

+17,500

+1.51%

$201.01

39.03% $122.56

7.17%

NRP

NATURAL RESOURCE PARTNERS LP

-24.67%

-41,706

-1.87%

$104.40

5.70%

2025 Q3 (2 results)

TDG

TRANSDIGM GROUP INC

+13.51%

+2,877

+1.64%

$1,318.02

4.70% $1,256.05

13.75%

NRP

NATURAL RESOURCE PARTNERS LP

+9.83%

+15,127

+0.69%

$105.00

7.66%

2025 Q2 (4 results)

LEN

LENNAR CORP-A

+13.46%

+14,000

+0.77%

$110.61

18.36% $90.30

6.52%

GIL

GILDAN ACTIVEWEAR INC

+11.44%

+70,000

+1.72%

$49.24

23.50% $60.81

16.77%

LGIH

LGI HOMES INC

-100.00%

-49,996

-1.66%

$66.47

18.69% $54.05

0.00%

CHTR

CHARTER COMMUNICATIONS INC-A

-100.00%

-38,239

-7.04%

$368.53

60.43% $145.82

0.00%

2025 Q1 (3 results)

LEN

LENNAR CORP-A

buy

+104,000

+6.29%

$114.78

21.33% $90.30

6.29%

IBKR

INTERACTIVE BROKERS GRO-CL A

-14.01%

-168,000

-3.66%

$41.40

119.36% $90.81

22.48%

LGIH

LGI HOMES INC

-57.04%

-66,384

-2.33%

$66.47

18.69% $54.05

0.00%

2024 Q4 (9 results)

LGIH

LGI HOMES INC

-0.60%

-708

-0.03%

$89.40

39.54% $54.05

5.32%

GIL

GILDAN ACTIVEWEAR INC

-0.60%

-3,710

-0.09%

$47.05

29.25% $60.81

14.72%

SGU

STAR GROUP LP

-0.60%

-6,689

-0.04%

$11.54

9.45% $12.63

6.49%

NRP

NATURAL RESOURCE PARTNERS LP

-0.60%

-936

-0.05%

$111.00

8.74%

GOOG

ALPHABET INC-CL C

-0.60%

-719

-0.07%

$190.44

88.07% $358.16

11.51%

TDG

TRANSDIGM GROUP INC

-0.61%

-131

-0.08%

$1,267.28

0.89% $1,256.05

13.80%

CHTR

CHARTER COMMUNICATIONS INC-A

-0.61%

-235

-0.04%

$342.77

57.46% $145.82

6.70%

IBKR

INTERACTIVE BROKERS GRO-CL A

-0.98%

-11,848

-0.27%

$44.17

105.60% $90.81

27.07%

GWRE

GUIDEWIRE SOFTWARE INC

-47.22%

-58,752

-5.06%

$168.58

27.30% $122.56

5.66%

2024 Q3 (2 results)

LGIH

LGI HOMES INC

+7.83%

+8,498

+0.51%

$118.52

54.40% $54.05

6.98%

FNF

FIDELITY NATIONAL FINANCIAL

-100.00%

-270,000

-6.71%

$49.42

3.04% $47.92

0.00%

2024 Q2 (2 results)

NRP

NATURAL RESOURCE PARTNERS LP

buy

+154,866

+7.42%

$89.64

7.42%

HNRG

HALLADOR ENERGY CO

-100.00%

-372,664

-1.06%

$5.33

208.44% $16.44

0.00%

2024 Q1 (5 results)

LGIH

LGI HOMES INC

+181.39%

+70,000

+4.88%

$116.37

53.55% $54.05

7.57%

IBKR

INTERACTIVE BROKERS GRO-CL A

-10.89%

-148,000

-2.48%

$27.93

225.16% $90.81

20.26%

TDG

TRANSDIGM GROUP INC

-11.86%

-2,884

-2.13%

$1,231.60

1.99% $1,256.05

15.81%

GOOG

ALPHABET INC-CL C

-14.40%

-20,000

-1.82%

$152.26

135.23% $358.16

10.85%

GWRE

GUIDEWIRE SOFTWARE INC

-16.73%

-25,000

-1.75%

$116.71

5.01% $122.56

8.70%

2023 Q4 (3 results)

LGIH

LGI HOMES INC

buy

+38,590

+3.23%

$133.16

59.41% $54.05

3.23%

CHTR

CHARTER COMMUNICATIONS INC-A

+8.15%

+2,900

+0.71%

$388.68

62.48% $145.82

9.41%

GWRE

GUIDEWIRE SOFTWARE INC

-8.57%

-14,000

-0.96%

$109.04

12.40% $122.56

10.26%

2023 Q3 (3 results)

GWRE

GUIDEWIRE SOFTWARE INC

-1.21%

-2,000

-0.12%

$90.00

36.18% $122.56

10.10%

GOOG

ALPHABET INC-CL C

-13.52%

-21,720

-1.97%

$131.85

171.64% $358.16

12.57%

TDG

TRANSDIGM GROUP INC

-24.97%

-8,090

-4.68%

$843.13

48.97% $1,256.05

14.07%

2023 Q2 (6 results)

FNF

FIDELITY NATIONAL FINANCIAL

buy

+270,000

+6.47%

$36.00

33.11% $47.92

6.47%

GIL

GILDAN ACTIVEWEAR INC

+9.81%

+55,000

+1.18%

$32.24

88.62% $60.81

13.22%

SGU

STAR GROUP LP

-0.83%

-9,239

-0.08%

$13.66

7.54% $12.63

10.06%

TDG

TRANSDIGM GROUP INC

-12.90%

-4,800

-2.86%

$894.16

40.47% $1,256.05

19.30%

GWRE

GUIDEWIRE SOFTWARE INC

-17.05%

-34,000

-1.72%

$76.08

61.10% $122.56

8.38%

GOOG

ALPHABET INC-CL C

-25.75%

-55,710

-4.49%

$120.97

196.07% $358.16

12.94%

2023 Q1 (5 results)

GIL

GILDAN ACTIVEWEAR INC

+34.39%

+143,399

+3.32%

$33.19

83.21% $60.81

12.96%

GOOG

ALPHABET INC-CL C

+5.88%

+12,010

+0.87%

$104.00

244.39% $358.16

15.67%

SGU

STAR GROUP LP

-14.56%

-190,000

-1.72%

$12.97

2.62% $12.63

10.08%

CHTR

CHARTER COMMUNICATIONS INC-A

-21.94%

-10,000

-2.49%

$357.62

59.22% $145.82

8.86%

TDG

TRANSDIGM GROUP INC

-28.05%

-14,500

-7.45%

$737.03

70.42% $1,256.05

19.10%

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Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.