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Oakcliff Capital Partners, LP
Oakcliff Capital Partners, LP is a private investment management firm based in New York, United States. It operates as a limited partnership and focuses on managing pooled investment vehicles and institutional assets. As of recent filings, the firm manages approximately $200 million in assets. The fund is run by executive Bryan Lawrence. Oakcliff primarily serves institutional and high-net-worth clients seeking equity investments in publicly traded companies. Detailed firm founding year and employee count are not publicly disclosed.
Investment Strategy
Oakcliff Capital Partners, LP primarily pursues an equity-focused investment strategy centering on fundamental analysis and long-term value investing in public securities. Its reported holdings are highly concentrated, with the top five securities comprising nearly 80% of the portfolio, indicating a high-conviction, concentrated approach. Oakcliff aims to generate above-average returns for its limited partners by investing in undervalued companies with strong long-term prospects and by actively managing portfolio positions based on rigorous analysis.
Latest 13F Filing Activity
Oakcliff Capital Partners, LP filed their most recent 13F report on Jun 30, 2025 disclosing 8 equity positions with a total 13F market value of $200M. The fund increased holdings in Interactive Brokers Group in, Gildan Activewear Inc., Guidewire Software Inc. among other positions. Oakcliff Capital Partners, LP reduced exposure to Charter Communications Inc. N, Lgi Homes Inc., Star Group L P among others.
Top Holdings
Equity Positions (8)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IBKR | INTERACTIVE BROKERS GROUP IN | 28.54% | $57.1M | 1,030,740 | $53.24 | $55.41 | +$14.4M |
G GIL | GILDAN ACTIVEWEAR INC | 16.77% | $33.6M | 681,689 | $31.24 | $49.24 | +$6.5M |
T TDG | TRANSDIGM GROUP INC | 16.18% | $32.4M | 21,293 | $261.96 | $1520.64 | +$2.9M |
G GOOG | ALPHABET INC | 10.48% | $21.0M | 118,161 | $60.15 | $177.39 | +$2.5M |
G GWRE | GUIDEWIRE SOFTWARE INC | 7.73% | $15.5M | 65,683 | $111.21 | $235.45 | +$3.2M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
J John Jamgochian | Partner | United States |
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