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 (2023 Q4) SEC 13F filing(s) with portfolio value of $158,872,368.

What stocks does Bryan R. Lawrence own?

In Bryan R. Lawrence's portfolio as of 31 Dec 2023, the top 5 holdings are (IBKR) INTERACTIVE BROKERS GRO-CL A (17.72%), (TDG) TRANSDIGM GROUP INC (15.48%), (GIL) GILDAN ACTIVEWEAR INC (12.81%), (GOOG) ALPHABET INC-CL C (12.32%) and (GWRE) GUIDEWIRE SOFTWARE INC (10.26%).

To see the historical data of Oakcliff Capital Partners's portfolio holdings please click on the "2023 Q4" dropdown menu and select the date.

To see Oakcliff Capital Partners's original 13F reports (2023 Q4), please click on the "important" button.

Portfolio value: $158M+
Period: 2023 Q4
Number of stock: 10
Update: 14 Feb 2024
IBKR
17.72%
339,647
$82.90
34.68% $111.65
$28,156,736
TDG
15.48%
24,308
$1,011.60
22.18% $1,235.98
$24,589,973
GIL
12.81%
615,399
$33.06
12.52% $37.20
$20,345,091
GOOG
12.32%
138,880
$140.93
7.79% $151.91
$19,572,358
GWRE
10.26%
149,435
$109.04
6.42% $116.04
$16,294,392
-8.57% (-14,000)
-0.96%
FNF
8.67%
270,000
$51.02
2.82% $52.46
$13,775,400
SGU
8.03%
1,105,928
$11.53
12.58% $10.08
$12,751,350
LGIH
3.23%
38,590
$133.16
13.19% $115.60
$5,138,644
buy
+3.23%
CHTR
9.41%
38,474
$388.68
25.73% $288.67
$14,954,074
+8.15% (+2,900)
+0.71%
HNRG
2.07%
372,664
$8.84
39.59% $5.34
$3,294,350
10 of 10

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.