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 | 30.61% | - | 1,030,740 | $70.93M | $68.81 | |
| 2 | GIL | GILDAN ACTIVEWEAR INC | 17.01% | - | 681,689 | $39.4M | $57.80 | |
| 3 | TDG | TRANSDIGM GROUP INC | 13.75% | Add +13.5% | 24,170 | $31.86M | $1318.02 | |
| 4 | GOOG | ALPHABET INC | 12.42% | - | 118,161 | $28.78M | $243.55 | |
| 5 | NRP | NATURAL RESOURCE PARTNERS L | 7.66% | Add +9.8% | 169,057 | $17.75M | $105.00 | |
| 6 | GWRE | GUIDEWIRE SOFTWARE INC | 6.52% | - | 65,683 | $15.1M | $229.86 | |
| 7 | LEN | LENNAR CORP | 6.42% | - | 118,000 | $14.87M | $126.04 | |
| 8 | SGU | STAR GROUP L P | 5.61% | - | 1,099,239 | $13M | $11.83 |