Bryan R. Lawrence - Oakcliff Capital Partners Portfolio Balances (Sep 30, 2025)

As of Sep 30, 2025, the Oakcliff Capital Partners portfolio balances reported a total equity value of $231.69M across 8 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Nov 14, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight INTERACTIVE BROKERS GROUP IN (IBKR) as the single largest position, accounting for 30.6% of total equity value, followed by GILDAN ACTIVEWEAR INC (GIL), TRANSDIGM GROUP INC (TDG), ALPHABET INC (GOOG), and others. Collectively, the top five holdings represent 81.5% of the portfolio, showing how capital is distributed among core positions and long-term investments.