Bryan R. Lawrence Holdings Activity

Oakcliff Capital Partners Portfolio 13F

Oakcliff Capital Partners has disclosed a total of 3 changes to the portfolio in the latest (2025 Q1) SEC report(s): bought 1 totally new and decreased the number of shares of 2 position(s).

What stocks is Bryan R. Lawrence buying now?

In the recent quarter Bryan R. Lawrence has bought (LEN) LENNAR CORP-A (new buy).

What does Bryan R. Lawrence invest in?

Bryan R. Lawrence's top 5 holdings (by % of portfolio) are (IBKR) INTERACTIVE BROKERS GRO-CL A (22.48%), (TDG) TRANSDIGM GROUP INC (15.52%), (GIL) GILDAN ACTIVEWEAR INC (14.25%), (GOOG) ALPHABET INC-CL C (9.73%) and (NRP) NATURAL RESOURCE PARTNERS LP (8.43%).

In the latest report(s) the following change has been made to the top investments: (IBKR) INTERACTIVE BROKERS GRO-CL A (reduced shares -14.01%).

2025 Q1 (3 results)
LEN
buy
+92,040
+6.29%
$114.78
0.68% $115.56
6.29%
IBKR
-14.01%
-168,000
-3.66%
$41.40
60.18% $66.31
22.48%
LGIH
-57.04%
-66,384
-2.33%
$66.47
15.80% $55.97
1.75%
2024 Q4 (9 results)
SGU
-0.60%
-4,414
-0.04%
$11.54
2.69% $11.85
6.49%
LGIH
-0.60%
-708
-0.03%
$89.40
37.39% $55.97
5.32%
GIL
-0.60%
-3,710
-0.09%
$47.05
10.12% $51.81
14.72%
NRP
-0.60%
-936
-0.05%
$111.00
4.95% $105.50
8.74%
GOOG
-0.60%
-719
-0.07%
$190.44
3.65% $197.40
11.51%
CHTR
-0.61%
-162
-0.04%
$342.77
17.55% $282.61
6.70%
TDG
-0.61%
-131
-0.08%
$1,267.28
27.52% $1,616.05
13.80%
IBKR
-0.98%
-7,997
-0.27%
$44.17
50.13% $66.31
27.07%
GWRE
-47.22%
-58,752
-5.06%
$168.58
33.99% $225.88
5.66%
2024 Q3 (2 results)
LGIH
+7.83%
+8,498
+0.51%
$118.52
52.78% $55.97
6.98%
FNF
-100.00%
-270,000
-6.71%
$49.42
15.42% $57.04
0.00%
2024 Q2 (2 results)
NRP
buy
+78,207
+7.42%
$89.64
17.69% $105.50
7.42%
HNRG
-100.00%
-372,664
-1.06%
$5.33
213.32% $16.70
0.00%
2024 Q1 (5 results)
LGIH
+181.39%
+38,500
+4.88%
$116.37
51.90% $55.97
7.57%
IBKR
-10.89%
-148,000
-2.48%
$27.93
137.44% $66.31
20.26%
TDG
-11.86%
-2,884
-2.13%
$1,231.60
31.22% $1,616.05
15.81%
GOOG
-14.40%
-20,000
-1.82%
$152.26
29.65% $197.40
10.85%
GWRE
-16.73%
-14,124
-1.75%
$116.71
93.54% $225.88
8.70%
2023 Q4 (3 results)
LGIH
buy
+38,590
+3.23%
$133.16
57.97% $55.97
3.23%
CHTR
+8.15%
+2,900
+0.71%
$388.68
27.29% $282.61
9.41%
GWRE
-8.57%
-14,000
-0.96%
$109.04
107.15% $225.88
10.26%
2023 Q3 (3 results)
GWRE
-1.21%
-2,000
-0.12%
$90.00
150.98% $225.88
10.10%
GOOG
-13.52%
-21,720
-1.97%
$131.85
49.72% $197.40
12.57%
TDG
-24.97%
-5,824
-4.68%
$843.13
91.67% $1,616.05
14.07%
2023 Q2 (6 results)
FNF
buy
+270,000
+6.47%
$36.00
58.44% $57.04
6.47%
GIL
+9.81%
+45,925
+1.18%
$32.24
60.70% $51.81
13.22%
SGU
-0.83%
-9,239
-0.08%
$13.66
13.25% $11.85
10.06%
TDG
-12.90%
-4,800
-2.86%
$894.16
80.73% $1,616.05
19.30%
GWRE
-17.05%
-34,000
-1.72%
$76.08
196.91% $225.88
8.38%
GOOG
-25.75%
-47,353
-4.49%
$120.97
63.18% $197.40
12.94%
2023 Q1 (5 results)
GIL
+34.39%
+143,399
+3.32%
$33.19
56.10% $51.81
12.96%
GOOG
+5.88%
+10,148
+0.87%
$104.00
89.81% $197.40
15.67%
SGU
-14.56%
-154,850
-1.72%
$12.97
8.64% $11.85
10.08%
CHTR
-21.94%
-10,000
-2.49%
$357.62
20.97% $282.61
8.86%
TDG
-28.05%
-14,500
-7.45%
$737.03
119.27% $1,616.05
19.10%
2022 Q4 (7 results)
GIL
buy
+417,000
+8.52%
$27.40
89.09% $51.81
8.52%
CHTR
+20.33%
+6,237
+1.95%
$339.10
16.66% $282.61
11.53%
GOOG
+5.69%
+11,000
+0.73%
$88.73
122.47% $197.40
13.52%
IBKR
-5.98%
-86,400
-1.17%
$18.09
266.61% $66.31
18.33%
TDG
-7.18%
-3,120
-1.88%
$629.66
156.66% $1,616.05
24.28%
AYX
-100.00%
-97,847
-4.08%
$55.84
13.58% $48.26
0.00%
LGIH
-100.00%
-66,375
-4.55%
$81.37
31.22% $55.97
0.00%
2022 Q3 (3 results)
CHTR
+4.99%
+1,800
+0.46%
$303.35
6.84% $282.61
9.66%
HNRG
-29.30%
-154,476
-0.73%
$5.62
197.21% $16.70
1.76%
CDLX
-100.00%
-339,736
-6.37%
$22.31
90.23% $2.18
0.00%
48 of 159

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.