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 9 of 11 rows. Rows without a quote are marked unavailable.
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | 19.84% | - | 302,647 | $37.1M | $122.60 | |
| 2 | TDG | TRANSDIGM GROUP INC | 14.64% | - | 21,424 | $27.37M | $1277.61 | |
| 3 | GIL | GILDAN ACTIVEWEAR INC | 12.48% | - | 615,399 | $23.34M | $37.92 | |
| 4 | GOOG | ALPHABET INC | 11.66% | - | 118,880 | $21.8M | $183.42 | |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | 9.18% | - | 124,435 | $17.16M | $137.89 | |
| 6 | NRP | NATURAL RESOURCE PARTNERS L | 7.42% | New | 154,866 | $13.88M | $89.64 | |
| 7 | FNF | FIDELITY NATIONAL FINANCIAL | 7.14% | - | 270,000 | $13.34M | $49.42 | |
| 8 | SGU | STAR GROUP L P | 6.29% | - | 1,105,928 | $11.77M | $10.64 | |
| 9 | CHTR | CHARTER COMMUNICATIONS INC N | 6.15% | - | 38,474 | $11.5M | $298.96 | |
| 10 | LGIH | LGI HOMES INC | 5.20% | - | 108,590 | $9.72M | No quote | No quote |
| 11 | HNRG | HALLADOR ENERGY COMPANY | - | Sold | 0 | $0 | No quote | No quote |