Bryan LawrenceJohn Jamgochian

Oakcliff Capital Partners, Lp

Assets Managed

$226.634M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 9d ago

Growth Rate

-2.83%(2Q avg: -1.08%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Oakcliff Capital Partners, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 8 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 226.634M in assets, with a quarterly growth rate of -2.83% and a 2-quarter average growth rate of -1.08%. The portfolio is managed by Bryan Lawrence, John Jamgochian, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IBKR Interactive Brokers Gro-cl A Recent Activity	30.51%	$69.132M 1.031M shares@ $67.08 avg price
GIL Gildan Activewear Inc Recent Activity	16.74%	$37.936M 681,689 shares@ $55.66 avg price
GOOG Alphabet Inc-cl C Recent Activity	14.96%	$33.896M 118,161 shares@ $286.86 avg price
TDG Transdigm Group Inc Recent Activity	12.37%	$28.012M 24,170 shares@ $1158.96 avg price
GWRE Guidewire Software Inc Recent Activity Increased 73.34%	9.52%	$21.564M 144,183 shares@ $149.56 avg price	Increased 73.34%
SGU Star Group Lp Recent Activity	5.96%	$13.499M 1.099M shares@ $12.29 avg price
NRP Natural Resource Partners Lp Recent Activity Decreased -19.86%	5.45%	$12.349M 102,057 shares@ $121.0 avg price	Decreased -19.86%
LEN Lennar Corp-a Recent Activity	4.53%	$10.247M 118,000 shares@ $86.84 avg price

1-8 of 8