Bryan R. Lawrence - Oakcliff Capital Partners Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 10 | |
| Portfolio Value | $189.77M |
Oakcliff Capital Partners Portfolio Allocation
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Financial Services | 22.48% | |
| Consumer Cyclical | 22.29% | |
| Communication Services | 17.16% | |
| Energy | 16.06% | |
| Industrials | 15.52% | |
| Technology | 6.48% | |