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 10 security holdings in their (2024 Q2) SEC 13F filing(s) with portfolio value of $186,987,849.

What stocks does Bryan R. Lawrence own?

In Bryan R. Lawrence's portfolio as of 30 Jun 2024, the top 5 holdings are (IBKR) INTERACTIVE BROKERS GRO-CL A (19.84%), (TDG) TRANSDIGM GROUP INC (14.64%), (GIL) GILDAN ACTIVEWEAR INC (12.48%), (GOOG) ALPHABET INC-CL C (11.66%) and (GWRE) GUIDEWIRE SOFTWARE INC (9.18%).

To see the historical data of Oakcliff Capital Partners's portfolio holdings please click on the "2024 Q2" dropdown menu and select the date.

To see Oakcliff Capital Partners's original 13F reports (2024 Q2), please click on the "important" button.

Portfolio value: $186M+
Period: 2024 Q2
Number of stock: 10
Update: 14 Aug 2024
GOOG
11.66%
118,880
$183.42
5.20% $192.96
$21,804,970
CHTR
6.15%
20,583
$298.96
17.57% $351.50
$6,153,670
FNF
7.14%
270,000
$49.42
13.54% $56.11
$13,343,400
GIL
12.48%
615,399
$37.92
23.36% $46.78
$23,335,930
GWRE
9.18%
64,706
$137.89
27.66% $176.03
$8,922,337
IBKR
19.84%
302,647
$122.60
43.49% $175.92
$37,104,522
LGIH
5.20%
108,590
$89.49
1.91% $91.20
$9,717,719
NRP
7.42%
78,207
$89.64
16.39% $104.33
$7,010,504
buy
+7.42%
SGU
6.29%
1,105,928
$10.64
5.64% $11.24
$11,767,074
TDG
14.64%
21,424
$1,277.61
0.11% $1,276.15
$27,371,517
10 of 10

Completely sold out

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.