One name, Alphabet Inc, CL-C (GOOG), is 15.55% of what Bryan R. Lawrence's Oakcliff Capital Partners reports for 2026 Q2, according to the 13F-HR filed with the SEC on August 13, 2026. The stake is 118K shares worth about $41.7M, the 2nd largest of 9 stock positions. Bryan R. Lawrence left the share count unchanged from the prior quarter.
What did the 2026 Q2 filing report for GOOG?
As of June 30, 2026, from the 13F-HR filed August 13, 2026.
| Value | |
|---|---|
| Portfolio weight | 15.55% |
| Shares | 118K |
| Reported value | $41.7M |
| Rank in portfolio | 2nd of 9 |
| Largest holding | IBKR at 33.42% |
| Top three holdings | 62.07% of the book |
| Change this quarter | unchanged |
How concentrated is Bryan R. Lawrence in GOOG?
GOOG at 15.55% is 1.4 times the average stock position in the Bryan R. Lawrence portfolio, which is 11%. The largest holding is IBKR at 33.42%. The three largest stocks together are 62.07% of the reported book. A quarter earlier GOOG was 14.96% of the book.
Where does GOOG sit in the Bryan R. Lawrence portfolio?
GOOG ranks 2nd of 9 stock positions in the Bryan R. Lawrence portfolio at 15.55%, above the fund's average stock position of 11%. Across the 2026 Q2 portfolio, Bryan R. Lawrence reported 9 stock positions, with 1 opened and none closed. The total portfolio value is about $268.5M, up 18% from the prior quarter.
How long has Bryan R. Lawrence held GOOG?
Bryan R. Lawrence first reported GOOG in the quarter ended March 31, 2017. The fund sold out of the name in 2017 Q4 and came back in 2018 Q1. The weight peaked at 15.9% in 2025 Q4. The share count was unchanged the quarter before. Every reported trade is on the Bryan R. Lawrence GOOG trade history page.
Did other funds buy or sell GOOG in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 13, 2026, 26 hold GOOG. Of those, one opened it this quarter. Another 2 sold out of it. The largest buyers of GOOG this quarter were Warren Buffett, Chris Hohn and David Tepper. The largest sellers were Lewis Sanders, Dodge & Cox Stock Fund and Eagle Capital Management. Every tracked holder of GOOG is on the GOOG ownership page.
FAQ
What share of the Bryan R. Lawrence portfolio is GOOG?
GOOG is 15.55% of the Bryan R. Lawrence portfolio as of 2026 Q2, the 2nd largest of 9 stock positions.
What is the GOOG stake of Bryan R. Lawrence worth?
Bryan R. Lawrence holds 118K shares of GOOG, worth about $41.7M at June 30, 2026 prices, 15.55% of the reported portfolio.
What are the largest holdings of Bryan R. Lawrence?
The largest stock positions of Bryan R. Lawrence as of 2026 Q2 are IBKR (33.42%), GOOG (15.55%) and GIL (13.1%), together 62.07% of the book.
Did Bryan R. Lawrence's Oakcliff Capital Partners change its GOOG position in 2026 Q2?
Bryan R. Lawrence left the share count unchanged from the prior quarter.