Bryan R. Lawrence – Oakcliff Capital Partners Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the Oakcliff Capital Partners portfolio balances reported a total equity value of $200.10M across 8 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 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 28.5% 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 79.7% of the portfolio, showing how capital is distributed among core positions and long-term investments.