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 (2022 Q3) SEC 13F filing(s) with portfolio value of $118,946,000.

What stocks does Bryan R. Lawrence own?

In Bryan R. Lawrence's portfolio as of 30 Sep 2022, the top 5 holdings are (TDG) TRANSDIGM GROUP INC (24.58%), (IBKR) INTERACTIVE BROKERS GRO-CL A (19.41%), (GOOG) ALPHABET INC-CL C (15.63%), (GWRE) GUIDEWIRE SOFTWARE INC (10.32%) and (CHTR) CHARTER COMMUNICATIONS INC-A (9.66%).

To see the historical data of Oakcliff Capital Partners's portfolio holdings please click on the "2022 Q3" dropdown menu and select the date.

To see Oakcliff Capital Partners's original 13F reports (2022 Q3), please click on the "important" button.

Portfolio value: $118M+
Period: 2022 Q3
Number of stock: 9
Update: 14 Nov 2022
GOOG
15.63%
176,869
$96.15
12.36% $108.04
$17,006,190
AYX
4.59%
97,847
$55.84
7.25% $59.89
$5,464,000
CHTR
9.66%
37,874
$303.35
32.72% $402.61
$11,489,000
+4.99% (+1,800)
+0.46%
GWRE
10.32%
179,491
$61.58
23.86% $76.27
$11,052,900
HNRG
1.76%
372,664
$5.62
62.84% $9.15
$2,094,000
-29.30% (-154,476)
-0.73%
IBKR
19.41%
361,247
$63.91
34.49% $85.95
$23,087,000
LGIH
5.13%
66,375
$81.37
48.34% $120.71
$5,401,155
SGU
8.92%
1,305,167
$8.13
50.92% $12.27
$10,611,000
TDG
24.58%
55,698
$524.81
41.48% $742.50
$29,231,000
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.