Bryan Lawrence

Biography

Bryan Lawrence runs Oakcliff Capital, a New York investment partnership that buys publicly traded securities; SEC adviser records list him as managing member and majority owner of Oakcliff Partners since 2004. He is also a member of Yorktown Partners, an energy-focused private equity firm, and co-founded the New York charter school network Public Prep. He writes half-yearly letters to partners covering the firm's philosophy and process.

In their own words

Oakcliff Capital’s largest US holdings

From the Q2 2026 13F, worth $268m in total. See every holding and change

1. Interactive Brokers GroupIBKR33.4%
2. AlphabetGOOG15.6%
3. Gildan ActivewearGIL13.1%
4. Transdigm GroupTDG12.0%
5. Guidewire SoftwareGWRE7.3%
6. Moody'sMCO5.7%
7. Star Group LPSGU5.3%
8. LennarLEN4.0%
9. Natural Resource Partners LNRP3.7%