Bryan R. Lawrence Holdings Activity
Oakcliff Capital Partners Portfolio 13F
Oakcliff Capital Partners has disclosed a total of 6 changes to the portfolio in the latest (2023 Q2) SEC report(s): increased the number of shares of 1, bought 1 totally new and decreased the number of shares of 4 position(s).
What stocks is Bryan R. Lawrence buying now?
What does Bryan R. Lawrence invest in?
Bryan R. Lawrence's top 5 holdings (by % of portfolio) are (TDG) TRANSDIGM GROUP INC (19.3%), (IBKR) INTERACTIVE BROKERS GRO-CL A (18.79%), (GIL) GILDAN ACTIVEWEAR INC (13.22%), (GOOG) ALPHABET INC-CL C (12.94%) and (SGU) STAR GROUP LP (10.06%).
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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.