Bryan Lawrence · Oakcliff Capital Partners, LP
| Period: | Q4 2024 |
| Portfolio date: | Dec 31, 2024 |
| No. of stocks: | 9 |
| Portfolio value: | $196M |
Viewing historical Q4 2024 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| IBKR · Interactive Brokers Group In | 27.07 | New | 299,685 | $176.67 | $52,945,349 | $84.42 | -52.22% | $48.23 | $87.37 |
| GIL · Gildan Activewear Inc. | 14.72 | New | 611,689 | $47.05 | $28,779,967 | $59.26 | +25.95% | $46.00 | $73.70 |
| TDG · Transdigm Group Inc. | 13.80 | New | 21,293 | $1267.28 | $26,984,193 | $1215.08 | -4.12% | $1123.61 | $1623.83 |
| GOOG · Alphabet Inc. | 11.51 | New | 118,161 | $190.44 | $22,502,581 | $400.71 | +110.41% | $156.16 | $402.00 |
| NRP · Natural Resource Partners L | 8.74 | New | 153,930 | $111.00 | $17,086,230 | $111.49 | +0.44% | $91.79 | $128.60 |
| CHTR · Charter Communications Inc. N | 6.70 | New | 38,239 | $342.77 | $13,107,182 | $154.86 | -54.82% | $154.70 | $437.06 |
| SGU · Star Group L P | 6.49 | New | 1,099,239 | $11.54 | $12,685,218 | $12.94 | +12.13% | $11.31 | $13.53 |
| GWRE · Guidewire Software Inc. | 5.66 | New | 65,683 | $168.58 | $11,072,840 | $138.45 | -17.87% | $115.57 | $272.60 |
| LGIH · Lgi Homes Inc. | 5.32 | New | 116,380 | $89.40 | $10,404,372 | — | — | — | — |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
7 sectors represented
Whales with similar holdings to Bryan Lawrence
Ranked by number of overlapping positions in current portfolios
Articles & Commentaries
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★ WatchlistData from SEC EDGAR · whalstreet.com