Bryan R. Lawrence's Portfolio

Oakcliff Capital Partners 13F holdings

What is Bryan R. Lawrence's portfolio?

Oakcliff Capital Partners has disclosed a total of 9 security holdings in their (2024 Q3) SEC 13F filing(s) with portfolio value of $198,858,265.

What stocks does Bryan R. Lawrence own?

In Bryan R. Lawrence's portfolio as of 30 Sep 2024, the top 5 holdings are (IBKR) INTERACTIVE BROKERS GRO-CL A (21.21%), (TDG) TRANSDIGM GROUP INC (15.38%), (GIL) GILDAN ACTIVEWEAR INC (14.58%), (GWRE) GUIDEWIRE SOFTWARE INC (11.45%) and (GOOG) ALPHABET INC-CL C (9.99%).

To see the historical data of Oakcliff Capital Partners's portfolio holdings please click on the "2024 Q3" dropdown menu and select the date.

To see Oakcliff Capital Partners's original 13F reports (2024 Q3), please click on the "important" button.

Portfolio value: $198M+
Period: 2024 Q3
Number of stock: 9
Update: 14 Nov 2024
GOOG
9.99%
118,880
$167.19
4.01% $173.89
$19,875,547
CHTR
6.27%
38,474
$324.08
20.21% $389.57
$12,468,654
GIL
14.58%
615,399
$47.11
2.50% $48.29
$28,991,447
GWRE
11.45%
124,435
$182.94
5.07% $192.22
$22,764,139
IBKR
21.21%
302,647
$139.36
29.31% $180.21
$42,176,886
LGIH
6.98%
117,088
$118.52
12.08% $104.20
$13,877,269
+7.83% (+8,498)
+0.51%
NRP
7.62%
154,866
$97.80
8.04% $105.66
$15,145,895
SGU
6.53%
1,105,928
$11.74
3.83% $12.19
$12,983,595
TDG
15.38%
21,424
$1,427.13
12.12% $1,254.16
$30,574,833
9 of 9

Completely sold out

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.