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 2026-05-10 from SEC 13F data.
Live quotes available for 8 of 10 rows. Rows without a quote are marked unavailable.
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | 17.72% | - | 339,647 | $28.16M | $82.90 | |
| 2 | TDG | TRANSDIGM GROUP INC | 15.48% | - | 24,308 | $24.59M | $1011.60 | |
| 3 | GIL | GILDAN ACTIVEWEAR INC | 12.81% | - | 615,399 | $20.35M | $33.06 | |
| 4 | GOOG | ALPHABET INC | 12.32% | - | 138,880 | $19.57M | $140.93 | |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | 10.26% | Reduce -8.6% | 149,435 | $16.29M | $109.04 | |
| 6 | CHTR | CHARTER COMMUNICATIONS INC N | 9.41% | Add +8.2% | 38,474 | $14.95M | $388.68 | |
| 7 | FNF | FIDELITY NATIONAL FINANCIAL | 8.67% | - | 270,000 | $13.78M | $51.02 | |
| 8 | SGU | STAR GROUP L P | 8.03% | - | 1,105,928 | $12.75M | $11.53 | |
| 9 | LGIH | LGI HOMES INC | 3.23% | New | 38,590 | $5.14M | No quote | No quote |
| 10 | HNRG | HALLADOR ENERGY COMPANY | 2.07% | - | 372,664 | $3.29M | No quote | No quote |