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Oakcliff Capital

by Bryan Lawrence, portfolio manager since 2004 hedge fund

Legal name
Oakcliff Capital Partners, LP
On record since?
Q1 2017
Filings read
38
Style
Value
Website
oakcliffcapital.com
View more
CIK
0001657335
Read since
Aug 22, 2026

Q2 2026 · filed Aug 13, 2026 · $268M US stock · 9 positions · Very concentrated · Low turnover · Top: IBKR 33.4% · GOOG 15.6% · GIL 13.1%

Read the filing →

Streakslongest held · 38 quarters on record

  1. IBKR Interactive Brokers Group, Inc. Class A 33.4%38+ quarters
  2. TDG TransDigm Group Incorporated 12.0%38+ quarters
  3. SGU Star Group, L.P. Common Units Representing Limited Partner Interest 5.3%38+ quarters
  4. GOOG Alphabet Inc. Class C 15.6%34 quarters
  5. GWRE Guidewire Software, Inc. 7.3%23 quarters

3 names have been in this book every quarter on record (38). New in this book this quarter: MCO.

Over time38 quarters, Q1 2017 to Q2 2026

US stock$268M Q2 2026

Positions9 Q2 2026

Picture100.0% Q2 2026

Turnover0%/yr Q2 2026

Filings38

  1. Q2 2026 filed Aug 13, 26 $268M · 9 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  2. Q1 2026 filed May 15, 26 $227M · 8 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  3. Q4 2025 filed Feb 17, 26 $233M · 8 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  4. Q3 2025 filed Nov 14, 25 $232M · 8 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  5. Q2 2025 filed Aug 14, 25 $200M · 8 positions  · 0 new · 2 exited full · Very concentrated 0 new · 2 exited
  6. Q1 2025 filed May 15, 25 $190M · 10 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  7. Q4 2024 filed Feb 14, 25 $196M · 9 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  8. Q3 2024 filed Nov 14, 24 $199M · 9 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  9. Q2 2024 filed Aug 14, 24 $187M · 10 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  10. Q1 2024 filed May 15, 24 $167M · 10 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  11. Q4 2023 filed Feb 14, 24 $159M · 10 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  12. Q3 2023 filed Nov 14, 23 $146M · 9 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  13. Q2 2023 filed Aug 14, 23 $150M · 9 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  14. Q1 2023 filed May 15, 23 $144M · 8 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  15. Q4 2022 filed Feb 14, 23 $134M · 8 positions  · 1 new · 2 exited full · Very concentrated 1 new · 2 exited
  16. Q3 2022 filed Nov 14, 22 $119M · 9 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  17. Q2 2022 filed Aug 15, 22 $136M · 10 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  18. Q1 2022 filed May 16, 22 $193M · 10 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  19. Q4 2021 filed Feb 14, 22 $219M · 11 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  20. Q3 2021 filed Nov 15, 21 $226M · 10 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  21. Q2 2021 filed Aug 16, 21 $232M · 10 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  22. Q1 2021 filed May 17, 21 $211M · 10 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  23. Q4 2020 filed Feb 16, 21 $252M · 10 positions  · 1 new · 2 exited full · Very concentrated 1 new · 2 exited
  24. Q3 2020 filed Nov 16, 20 $231M · 11 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  25. Q2 2020 filed Aug 14, 20 $188M · 10 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  26. Q1 2020 filed May 15, 20 $143M · 11 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  27. Q4 2019 filed Feb 14, 20 $168M · 11 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  28. Q3 2019 filed Nov 14, 19 $148M · 11 positions  · 2 new · 1 exited full · Very concentrated 2 new · 1 exited
  29. Q2 2019 filed Aug 14, 19 $136M · 10 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  30. Q1 2019 filed May 15, 19 $138M · 10 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  31. Q4 2018 filed Feb 14, 19 $122M · 10 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  32. Q3 2018 filed Nov 14, 18 $135M · 11 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  33. Q2 2018 filed Aug 14, 18 $132M · 10 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  34. Q1 2018 filed May 15, 18 $117M · 10 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  35. Q4 2017 filed Feb 13, 18 $114M · 10 positions  · 3 new · 4 exited full · Very concentrated 3 new · 4 exited
  36. Q3 2017 filed Nov 14, 17 $119M · 11 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  37. Q2 2017 filed Aug 14, 17 $108M · 11 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  38. Q1 2017 filed May 12, 17 $105M · 10 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited

People2

  • Bryan Lawrence · portfolio manager · 2004–Source: oakcliffcapital.com/about
  • Bryan Lawrence · founder · 2004–Founded Oakcliff in 2004; sole decision maker. Source: oakcliffcapital.com/about, Form D