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 10 rows. Rows without a quote are marked unavailable.
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | 28.54% | -4:1 split | 1,030,740 | $57.11M | $55.41 | |
| 2 | GIL | GILDAN ACTIVEWEAR INC | 16.77% | Add +11.4% | 681,689 | $33.57M | $49.24 | |
| 3 | TDG | TRANSDIGM GROUP INC | 16.18% | - | 21,293 | $32.38M | $1520.64 | |
| 4 | GOOG | ALPHABET INC | 10.48% | - | 118,161 | $20.96M | $177.39 | |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | 7.73% | - | 65,683 | $15.47M | $235.45 | |
| 6 | NRP | NATURAL RESOURCE PARTNERS L | 7.35% | - | 153,930 | $14.7M | $95.51 | |
| 7 | LEN | LENNAR CORP | 6.52% | Add +13.5% | 118,000 | $13.05M | $110.61 | |
| 8 | SGU | STAR GROUP L P | 6.43% | - | 1,099,239 | $12.86M | $11.70 | |
| 10 | LGIH | LGI HOMES INC | - | Sold | 0 | $0 | No quote | No quote |
| 9 | CHTR | CHARTER COMMUNICATIONS INC N | - | Sold | 0 | $0 | No quote | No quote |