Bryan Lawrence - Oakcliff Capital
As of Q1 2026, this manager reported 8 long-equity positions worth $226.63M in aggregate.
As of Q1 2026, Bryan Lawrence's Oakcliff Capital held 8 long-equity positions with a reported value of $226.63M.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 7 of 10 rows. Rows without a quote are marked unavailable.
| 1 | TDG | TRANSDIGM GROUP INC | 24.28% | Reduce -7.2% | 51,698 | $32.55M | $629.66 | |
| 2 | IBKR | INTERACTIVE BROKERS GROUP IN | 18.33% | Reduce -6.0% | 339,647 | $24.57M | $72.35 | |
| 3 | GOOG | ALPHABET INC | 13.52% | Add +5.7% | 204,300 | $18.13M | $88.73 | |
| 4 | SGU | STAR GROUP L P | 11.73% | - | 1,305,167 | $15.73M | $12.05 | |
| 5 | CHTR | CHARTER COMMUNICATIONS INC N | 11.53% | Add +20.3% | 45,574 | $15.45M | $339.10 | |
| 6 | GWRE | GUIDEWIRE SOFTWARE INC | 9.31% | - | 199,435 | $12.48M | $62.56 | |
| 7 | GIL | GILDAN ACTIVEWEAR INC | 8.52% | New | 417,000 | $11.43M | $27.40 | |
| 8 | HNRG | HALLADOR ENERGY COMPANY | 2.78% | - | 372,664 | $3.72M | No quote | No quote |
| 10 | LGIH | LGI HOMES INC | - | Sold | 0 | $0 | No quote | No quote |
| 9 | AYX | ALTERYX INC | - | Sold | 0 | $0 | No quote | No quote |