# Bryan Lawrence — Oakcliff Capital

Portfolio USD 268,453,000 · 9 positions · 2026 Q2 · history from 2019 Q1.
Source: quarterly 13F filings via dataroma.com. Page: https://gigainvestors.com/OCL

## Positions (2026 Q2)

| Ticker | Company | % of portfolio | Value | This quarter | Holders |
|---|---|---:|---:|---|---:|
| IBKR | Interactive Brokers Group Inc. | 33% | USD 89,716,000 | hold |  |
| GOOG | Alphabet Inc. CL C | 16% | USD 41,750,000 | hold |  |
| GIL | Gildan Activewear Inc. | 13% | USD 35,175,000 | hold |  |
| TDG | TransDigm Group Inc. | 12% | USD 32,195,000 | hold |  |
| GWRE | Guidewire Software Inc. | 7.3% | USD 19,526,000 | +10.06% |  |
| MCO | Moody's Corp. | 5.7% | USD 15,399,000 | new |  |
| SGU | Star Gas Partners LP | 5.3% | USD 14,114,000 | hold |  |
| LEN | Lennar Corp. | 4.0% | USD 10,678,000 | hold |  |
| NRP | Natural Resource Partners | 3.7% | USD 9,900,000 | hold |  |

## Moves this quarter (2)

- GWRE Guidewire Software Inc.: +10.06% (USD 19,526,000)
- MCO Moody's Corp.: new (USD 15,399,000)

## Portfolio value by quarter

- 2019 Q1: USD 137,713,660 (10 positions)
- 2019 Q2: USD 135,692,322 (10 positions)
- 2019 Q3: USD 147,844,014 (11 positions)
- 2019 Q4: USD 167,589,049 (11 positions)
- 2020 Q1: USD 142,950,761 (11 positions)
- 2020 Q2: USD 188,089,593 (10 positions)
- 2020 Q3: USD 230,882,105 (11 positions)
- 2020 Q4: USD 251,909,246 (10 positions)
- 2021 Q1: USD 210,843,569 (10 positions)
- 2021 Q2: USD 232,137,691 (10 positions)
- 2021 Q3: USD 225,851,843 (10 positions)
- 2021 Q4: USD 218,923,493 (11 positions)
- 2022 Q1: USD 192,878,831 (10 positions)
- 2022 Q2: USD 135,630,527 (10 positions)
- 2022 Q3: USD 118,949,761 (9 positions)
- 2022 Q4: USD 134,063,331 (8 positions)
- 2023 Q1: USD 143,527,295 (8 positions)
- 2023 Q2: USD 150,131,292 (9 positions)
- 2023 Q3: USD 145,627,981 (9 positions)
- 2023 Q4: USD 158,879,547 (10 positions)
- 2024 Q1: USD 166,894,378 (10 positions)
- 2024 Q2: USD 186,988,277 (10 positions)
- 2024 Q3: USD 198,819,101 (9 positions)
- 2024 Q4: USD 195,551,161 (9 positions)
- 2025 Q1: USD 189,793,961 (10 positions)
- 2025 Q2: USD 200,099,229 (8 positions)
- 2025 Q3: USD 231,687,578 (8 positions)
- 2025 Q4: USD 233,247,546 (8 positions)
- 2026 Q1: USD 226,634,133 (8 positions)
- 2026 Q2: USD 268,453,000 (9 positions)