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 2026-05-08 from SEC 13F data.
Live quotes available for 8 of 9 rows. Rows without a quote are marked unavailable.
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | 27.07% | Reduce -1.0% | 299,685 | $52.95M | $176.67 | |
| 2 | GIL | GILDAN ACTIVEWEAR INC | 14.72% | Reduce -0.6% | 611,689 | $28.78M | $47.05 | |
| 3 | TDG | TRANSDIGM GROUP INC | 13.80% | Reduce -0.6% | 21,293 | $26.98M | $1267.28 | |
| 4 | GOOG | ALPHABET INC | 11.51% | Reduce -0.6% | 118,161 | $22.5M | $190.44 | |
| 5 | NRP | NATURAL RESOURCE PARTNERS L | 8.74% | Reduce -0.6% | 153,930 | $17.09M | $111.00 | |
| 6 | CHTR | CHARTER COMMUNICATIONS INC N | 6.70% | Reduce -0.6% | 38,239 | $13.11M | $342.77 | |
| 7 | SGU | STAR GROUP L P | 6.49% | Reduce -0.6% | 1,099,239 | $12.69M | $11.54 | |
| 8 | GWRE | GUIDEWIRE SOFTWARE INC | 5.66% | Reduce -47.2% | 65,683 | $11.07M | $168.58 | |
| 9 | LGIH | LGI HOMES INC | 5.32% | Reduce -0.6% | 116,380 | $10.4M | No quote | No quote |