Bryan R. Lawrence
Oakcliff Capital Partners
Oakcliff Capital Partners Portfolio 13F
Bryan R. Lawrence Holdings Activity
- Portfolio value:
- $200.10M≈ (+$10M≈)
- Previous value:
- $189.77M≈
- # of changes:
- 4
- New positions:
- 0
- Reported for:
- 30 Jun 2025 (Q2)
- Latest filing date:
- 14 Aug 2025
Oakcliff Capital Partners has disclosed a total of 4 changes to the portfolio in the (2025 Q2) SEC report(s): increased the number of shares of 2 and completely sold out 2 position(s).
What did Bryan R. Lawrence invest in during 2025 Q2?
In the 2025 Q2 report(s) the following change has been made to the top investments: (GIL) Gildan Activewear Inc (added shares +11.44%).
4 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Lennar Corp
|
+13.46%
|
+14,000
|
118,000
|
+0.77%
|
$110.61
|
-25.42%($82.50)
|
6.52%
|
2025 Q1
|
≈ 0.50 years
|
|
|
|
Gildan Activewear Inc
|
+11.44%
|
+70,000
|
681,689
|
+1.72%
|
$49.24
|
+13.48%($55.88)
|
16.77%
|
2022 Q4
|
≈ 2.75 years
|
|
|
|
Charter Communications Inc
|
-100%
|
-38,239
|
0
|
-7.43%
|
$368.53
|
-60.48%($145.66)
|
0.00%
|
2017 Q4
|
≈ 7.50 years
|
|
|
|
LGI Homes
|
-100%
|
-49,996
|
0
|
-1.75%
|
$66.47
|
-16.31%($55.63)
|
0.00%
|
2023 Q4
|
≈ 1.50 years
|
|
* 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.