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Bryan Lawrence / John Jamgochian

@Oakcliff Capital Partners, Lp

Latest period2024 - Q3ReportedManaged Assets$198.858MTotal holdings9
Assets growth rate6.35%Assets growth rate (2-Q avg)9.2%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Oakcliff Capital Partners, Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 9 positions.

Assets under management

The assets under management (AUM) of Oakcliff Capital Partners, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 198.858M in assets, with a quarterly growth rate of 6.35% and a 2-quarter average growth rate of 9.2%. The portfolio is managed by Bryan Lawrence, John Jamgochian, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IBKRInteractive Brokers Group In
Recent Activity
21.21%
$42.177M
302,647 shares@ $139.37 avg price
TDGTransdigm Group Inc
Recent Activity
15.38%
$30.575M
21,424 shares@ $1427.13 avg price
GILGildan Activewear Inc
Recent Activity
14.58%
$28.991M
615,399 shares@ $47.12 avg price
GWREGuidewire Software Inc
Recent Activity
11.45%
$22.764M
124,435 shares@ $182.95 avg price
GOOGAlphabet Inc
Recent Activity
10%
$19.876M
118,880 shares@ $167.19 avg price
NRPNatural Resource Partners L
Recent Activity
7.62%
$15.146M
154,866 shares@ $97.81 avg price
LGIHLgi Homes Inc
Recent Activity
Increased 7.83%
6.98%
$13.877M
117,088 shares@ $118.52 avg price
SGUStar Group L P
Recent Activity
6.53%
$12.984M
1.106M shares@ $11.75 avg price
CHTRCharter Communications Inc N
Recent Activity
6.28%
$12.469M
38,474 shares@ $324.09 avg price