奥克克利夫资本合伙 2026Q1 13F 持仓
Oakcliff Capital Partners 布莱恩·劳伦斯 组合详情。
组合市值：$226,634,133；当前持仓：8；上一报告期：2025-12-31
| # | Ticker | Name | Market Value | Shares | Weight | Status |
|---|---|---|---|---|---|---|
| 1 | IAC | IAC, Inc. | $69,131,732 | 1030740 | 30.5% | 持有 |
| 2 | GIL | 吉登运动服 | $37,935,993 | 681689 | 16.74% | 持有 |
| 3 | GOOG | 谷歌C | $33,895,664 | 118161 | 14.96% | 持有 |
| 4 | TDG | TransDigm Group, Inc. | $28,012,063 | 24170 | 12.36% | 持有 |
| 5 | GWRE | Guidewire Software, Inc. | $21,564,009 | 144183 | 9.51% | 持有 |
| 6 | NXST | Nexstar Media Group, Inc. | $13,498,655 | 1099239 | 5.96% | 持有 |
| 7 | NRP | Natural Resource Partners LP | $12,348,897 | 102057 | 5.45% | 持有 |
| 8 | LEN | 莱纳 | $10,247,120 | 118000 | 4.52% | 持有 |