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 10 security holdings in their (2022 Q2) SEC 13F filing(s) with portfolio value of $135,621,000.

What stocks does Bryan R. Lawrence own?

In Bryan R. Lawrence's portfolio as of 30 Jun 2022, the top 5 holdings are (TDG) TRANSDIGM GROUP INC (22.04%), (GOOG) ALPHABET INC-CL C (15.59%), (IBKR) INTERACTIVE BROKERS GRO-CL A (14.65%), (CHTR) CHARTER COMMUNICATIONS INC-A (12.46%) and (GWRE) GUIDEWIRE SOFTWARE INC (10.44%).

To see the historical data of Oakcliff Capital Partners's portfolio holdings please click on the "2022 Q2" dropdown menu and select the date.

To see Oakcliff Capital Partners's original 13F reports (2022 Q2), please click on the "important" button.

Portfolio value: $135M+
Period: 2022 Q2
Number of stock: 10
Update: 15 Aug 2022
GOOG
15.59%
193,300
$109.37
9.33% $99.17
$21,142,000
+5.80% (+10,600)
+0.85%
AYX
3.49%
97,847
$48.42
20.46% $58.33
$4,738,000
-49.91% (-97,500)
-3.48%
CDLX
5.59%
339,736
$22.31
57.20% $9.55
$7,580,000
+11.49% (+35,000)
+0.58%
CHTR
12.46%
36,074
$468.54
31.35% $321.66
$16,902,000
-21.36% (-9,800)
-3.39%
GWRE
10.44%
199,435
$70.99
12.75% $61.94
$14,158,000
+6.97% (+13,000)
+0.68%
HNRG
2.10%
527,140
$5.41
2.59% $5.27
$2,852,000
IBKR
14.65%
361,247
$55.01
17.53% $64.65
$19,872,000
+20.48% (+61,400)
+2.49%
LGIH
4.81%
75,000
$86.91
3.68% $83.71
$6,518,000
buy
+4.81%
SGU
8.82%
1,305,167
$9.17
5.99% $8.62
$11,968,000
TDG
22.04%
55,698
$536.66
0.72% $540.51
$29,891,000
10 of 10

Completely sold out

CVNA
180,928
-15.91%

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.