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Bryan R. Lawrence

Oakcliff Capital Partners

Oakcliff Capital Partners Portfolio 13F

Bryan R. Lawrence Holdings Activity

Portfolio value:
$186.99M≈ (+$20M≈)
Previous value:
$166.89M≈
# of changes:
2
New positions:
1
Reported for:
30 Jun 2024 (Q2)
Latest filing date:
14 Aug 2024
Oakcliff Capital Partners has disclosed a total of 2 changes to the portfolio in the (2024 Q2) SEC report(s): bought 1 totally new and completely sold out 1 position(s).

What stocks did Bryan R. Lawrence buy in 2024 Q2?

During 2024 Q2 Bryan R. Lawrence has bought (NRP) Natural Resource Partners LP (new buy).

What did Bryan R. Lawrence invest in during 2024 Q2?

Bryan R. Lawrence's top 5 holdings (by % of portfolio) were (IBKR) Interactive Brokers Group Inc (19.84%), (TDG) Transdigm Group Incorporated (14.64%), (GIL) Gildan Activewear Inc (12.48%), (GOOG) Alphabet Inc, CL-C (11.66%) and (GWRE) Guidewire Software Inc (9.18%).
In the 2024 Q2 report(s) no changes have been made to any of these investments.
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.