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 | 20.26% | Reduce -10.9% | 302,647 | $33.81M | $111.71 | |
| 2 | TDG | TRANSDIGM GROUP INC | 15.81% | Reduce -11.9% | 21,424 | $26.39M | $1231.60 | |
| 3 | GIL | GILDAN ACTIVEWEAR INC | 13.69% | - | 615,399 | $22.85M | $37.13 | |
| 4 | GOOG | ALPHABET INC | 10.85% | Reduce -14.4% | 118,880 | $18.1M | $152.26 | |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | 8.70% | Reduce -16.7% | 124,435 | $14.52M | $116.71 | |
| 6 | FNF | FIDELITY NATIONAL FINANCIAL | 8.59% | - | 270,000 | $14.34M | $53.10 | |
| 7 | LGIH | LGI HOMES INC | 7.57% | Add +181.4% | 108,590 | $12.64M | No quote | No quote |
| 8 | CHTR | CHARTER COMMUNICATIONS INC N | 6.70% | - | 38,474 | $11.18M | $290.63 | |
| 9 | SGU | STAR GROUP L P | 6.64% | - | 1,105,928 | $11.08M | $10.02 | |
| 10 | HNRG | HALLADOR ENERGY COMPANY | 1.19% | - | 372,664 | $1.99M | No quote | No quote |