- Portfolio
- Activity
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 (2024 Q1) SEC report(s): increased the number of shares of 1 and decreased the number of shares of 4 position(s).
What stocks is Bryan R. Lawrence buying now?
In the recent quarter Bryan R. Lawrence has bought (LGIH) LGI HOMES INC (added shares +181.39%).
What does Bryan R. Lawrence invest in?
Bryan R. Lawrence's top 5 holdings (by % of portfolio) are (IBKR) INTERACTIVE BROKERS GRO-CL A (20.26%), (TDG) TRANSDIGM GROUP INC (15.81%), (GIL) GILDAN ACTIVEWEAR INC (13.69%), (GOOG) ALPHABET INC-CL C (10.85%) and (GWRE) GUIDEWIRE SOFTWARE INC (8.7%).
In the latest report(s) the following changes have been made to the top investments: (IBKR) INTERACTIVE BROKERS GRO-CL A (reduced shares -10.89%), (TDG) TRANSDIGM GROUP INC (reduced shares -11.86%), (GOOG) ALPHABET INC-CL C (reduced shares -14.4%) and (GWRE) GUIDEWIRE SOFTWARE INC (reduced shares -16.73%).
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.