Bryan R. Lawrence's Portfolio

Oakcliff Capital Partners 13F holdings

What is Bryan R. Lawrence's portfolio?

Oakcliff Capital Partners has disclosed a total of 8 security holdings in their (2022 Q4) SEC 13F filing(s) with portfolio value of $134,059,800.

What stocks does Bryan R. Lawrence own?

In Bryan R. Lawrence's portfolio as of 31 Dec 2022, the top 5 holdings are (TDG) TRANSDIGM GROUP INC (24.28%), (IBKR) INTERACTIVE BROKERS GRO-CL A (18.33%), (GOOG) ALPHABET INC-CL C (13.52%), (SGU) STAR GROUP LP (11.73%) and (CHTR) CHARTER COMMUNICATIONS INC-A (11.53%).

To see the historical data of Oakcliff Capital Partners's portfolio holdings please click on the "2022 Q4" dropdown menu and select the date.

To see Oakcliff Capital Partners's original 13F reports (2022 Q4), please click on the "important" button.

Portfolio value: $134M+
Period: 2022 Q4
Number of stock: 8
Update: 14 Feb 2023
TDG
24.28%
40,324
$629.66
102.35% $1,274.09
$25,390,560
-7.18% (-3,120)
-1.88%
SGU
11.73%
1,305,167
$12.05
4.56% $11.50
$15,727,000
IBKR
18.33%
339,647
$72.35
65.97% $120.08
$24,573,000
-5.98% (-21,600)
-1.17%
HNRG
2.78%
296,267
$9.99
47.55% $5.24
$2,959,785
GWRE
9.31%
199,435
$62.56
80.25% $112.77
$12,477,000
GIL
8.52%
417,000
$27.40
22.81% $33.65
$11,425,800
buy
+8.52%
CHTR
11.53%
36,914
$339.10
22.78% $261.84
$12,517,740
+20.33% (+6,237)
+1.95%
GOOG
13.52%
204,300
$88.73
88.65% $167.39
$18,128,000
+5.69% (+11,000)
+0.73%
8 of 8

Completely sold out

AYX
97,847
-4.08%
LGIH
66,375
-4.55%

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.