- Portfolio
- Activity
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%).
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.