Bryan R. Lawrence Holdings Activity
Oakcliff Capital Partners Portfolio 13F
Oakcliff Capital Partners has disclosed a total of 5 changes to the portfolio in the latest (2023 Q1) SEC report(s): increased the number of shares of 2 and decreased the number of shares of 3 position(s).
What stocks is Bryan R. Lawrence buying now?
In the recent quarter Bryan R. Lawrence has purchased 2 securities: (GIL) GILDAN ACTIVEWEAR INC (added shares +34.39%) and (GOOG) ALPHABET INC-CL C (added shares +5.88%).
What does Bryan R. Lawrence invest in?
Bryan R. Lawrence's top 5 holdings (by % of portfolio) are (IBKR) INTERACTIVE BROKERS GRO-CL A (19.54%), (TDG) TRANSDIGM GROUP INC (19.1%), (GOOG) ALPHABET INC-CL C (15.67%), (GIL) GILDAN ACTIVEWEAR INC (12.96%) and (GWRE) GUIDEWIRE SOFTWARE INC (11.4%).
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.