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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
LGIHLgi Homes Inc
Recent Activity
Increased 7.83%
6.98%
$13.877M
117,088 shares@ $118.52 avg price