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 2026-05-16 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 | 30.50% | - | 1,030,740 | $69.13M | $67.07 | |
| 2 | GIL | GILDAN ACTIVEWEAR INC | 16.74% | - | 681,689 | $37.94M | $55.65 | |
| 3 | GOOG | ALPHABET INC | 14.96% | - | 118,161 | $33.9M | $286.86 | |
| 4 | TDG | TRANSDIGM GROUP INC | 12.36% | - | 24,170 | $28.01M | $1158.96 | |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | 9.51% | Add +73.3% | 144,183 | $21.56M | $149.56 | |
| 6 | SGU | STAR GROUP LP | 5.96% | - | 1,099,239 | $13.5M | $12.28 | |
| 7 | NRP | NATURAL RESOURCE PARTNERS LP | 5.45% | Reduce -19.9% | 102,057 | $12.35M | $121.00 | |
| 8 | LEN | LENNAR CORP | 4.52% | - | 118,000 | $10.25M | $86.84 |