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Oakcliff Capital

Bryan Lawrence

Period

Q4 2025

Portfolio Date

31 Dec 2025

Stocks Held

8

Market Value

$233.2M

Top 5 Holdings

1
IBKR

$IBKR

Interactive Brokers Group, Inc.

28.42%

% of Portfolio

2
GIL

$GIL

Gildan Activewear Inc.

18.25%

% of Portfolio

3
GOOG

$GOOG

Alphabet Inc.

15.9%

% of Portfolio

4
TDG

$TDG

TransDigm Group Incorporated

13.78%

% of Portfolio

5
GWRE

$GWRE

Guidewire Software, Inc.

7.17%

% of Portfolio

All Holdings

1
IBKR

$IBKR

28.42%

2
GIL

$GIL

18.25%

3
GOOG

$GOOG

15.9%

4
TDG

$TDG

13.78%

5
GWRE

$GWRE

7.17%

6
NRP

$NRP

5.7%

7
SGU

$SGU

5.58%

8
LEN

$LEN

5.2%

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