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 2026-05-07 from SEC 13F data.
Live quotes available for 8 of 8 rows. Rows without a quote are marked unavailable.
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | 28.42% | - | 1,030,740 | $66.29M | $64.31 | |
| 2 | GIL | GILDAN ACTIVEWEAR INC | 18.25% | - | 681,689 | $42.58M | $62.46 | |
| 3 | GOOG | ALPHABET INC | 15.90% | - | 118,161 | $37.08M | $313.80 | |
| 4 | TDG | TRANSDIGM GROUP INC | 13.78% | - | 24,170 | $32.14M | $1329.85 | |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | 7.17% | Add +26.6% | 83,183 | $16.72M | $201.01 | |
| 6 | NRP | NATURAL RESOURCE PARTNERS L | 5.70% | Reduce -24.7% | 127,351 | $13.3M | $104.40 | |
| 7 | SGU | STAR GROUP L P | 5.58% | - | 1,099,239 | $13.01M | $11.84 | |
| 8 | LEN | LENNAR CORP | 5.20% | - | 118,000 | $12.13M | $102.80 |