Bryan Lawrence (Oakcliff Capital Partners) portfolio: Q2 2026 13F
Every US-listed position Oakcliff Capital Partners reported in its 13F for Q2 2026, the quarter ended Jun 30, 2026, filed with the SEC on Aug 13, 2026. 9 positions at the quarter end, after opening 1 and exiting 0 during it.
Holdings at Q2 2026
| Ticker | Company | Allocation | Value | Shares | Change |
|---|---|---|---|---|---|
| IBKR | Interactive Brokers Group, Inc. | 33.42% | $89.72M | 1,030,740 | Unchanged |
| GOOG | Alphabet Inc. | 15.55% | $41.75M | 118,161 | Unchanged |
| GIL | Gildan Activewear Inc. | 13.10% | $35.18M | 681,689 | Unchanged |
| TDG | TransDigm Group Inc | 11.99% | $32.20M | 24,170 | Unchanged |
| GWRE | Guidewire Software, Inc. | 7.27% | $19.53M | 158,683 | Added |
| MCO | Moody's Corp | 5.74% | $15.40M | 34,000 | New |
| SGU | Star Group, L.P. | 5.26% | $14.11M | 1,099,239 | Unchanged |
| LEN | Lennar Corp | 3.98% | $10.68M | 118,000 | Unchanged |
| NRP | Natural Resource Partners LP | 3.69% | $9.90M | 102,057 | Unchanged |
What changed in Q2 2026
| Action | Ticker | Company | Share change | Value |
|---|---|---|---|---|
| Added | GWRE | Guidewire Software, Inc. | +14,500 | $19.53M |
| New | MCO | Moody's Corp | +34,000 | $15.40M |
About these holdings
The 13F on record for Bryan Lawrence (Oakcliff Capital Partners, LP), filed on Aug 13, 2026, reports 9 positions as of Jun 30, 2026. The largest is Interactive Brokers Group, Inc. (IBKR) at 33.4% of the reported portfolio, followed by Alphabet Inc. (GOOG, 15.6%) and Gildan Activewear Inc. (GIL, 13.1%). The three largest make up 62.1% of it. Against the previous quarter, it opened 1 new position and added to 1. The new position is Moody's Corp (MCO), at 5.7% of the portfolio. The position it added to is Guidewire Software, Inc. (GWRE), now 7.3%.
Interactive Brokers Group, Inc. (IBKR), the largest position, is also held by 7 other investors tracked here. Of those, William Von Mueffling, John Armitage, Andreas Halvorsen and Stephen Mandel hold the most of it as a share of their own portfolios.
Other investors
Glenn WellingJosh TarasoffAltaRock PartnersPat DorseyJohn PaulsonDennis HongLi LuDavid Abrams