Oakcliff Capital Partners 2025Q3 Holdings
奥克克利夫资本合伙 Bryan R. Lawrence 13F portfolio details.
Total market value: $231,687,094; holdings: 8; previous report: 2025-06-30
| # | Ticker | Name | Market Value | Shares | Weight |
|---|---|---|---|---|---|
| 1 | IAC | IAC, Inc. | $70,925,219 | 1030740 | 30.61% |
| 2 | GIL | 吉登运动服 | $39,401,624 | 681689 | 17.01% |
| 3 | TDG | TransDigm Group, Inc. | $31,856,543 | 24170 | 13.75% |
| 4 | ALPHABET INC CAP STK CL C | $28,778,112 | 118161 | 12.42% | |
| 5 | NRP | Natural Resource Partners LP | $17,750,985 | 169057 | 7.66% |
| 6 | GWRE | Guidewire Software, Inc. | $15,097,894 | 65683 | 6.52% |
| 7 | LENNAR CORP CL A | $14,872,720 | 118000 | 6.42% | |
| 8 | NXST | Nexstar Media Group, Inc. | $13,003,997 | 1099239 | 5.61% |