Bryan Lawrence · Oakcliff Capital Partners, LP
| Period: | Q2 2025 |
| Portfolio date: | Jun 30, 2025 |
| No. of stocks: | 8 |
| Portfolio value: | $200M |
Viewing historical Q2 2025 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 | 28.54 | Add 300.00% | 1,030,740 | $55.41 | $57,113,303 | $84.42 | +52.36% | $48.23 | $87.37 |
| GIL · Gildan Activewear Inc. | 16.77 | Add 11.44% | 681,689 | $49.24 | $33,566,366 | $59.26 | +20.35% | $46.00 | $73.70 |
| TDG · Transdigm Group Inc. | 16.18 | 21,293 | $1520.64 | $32,378,988 | $1215.08 | -20.09% | $1123.61 | $1623.83 | |
| GOOG · Alphabet Inc. | 10.48 | 118,161 | $177.39 | $20,960,580 | $400.71 | +125.89% | $156.16 | $402.00 | |
| GWRE · Guidewire Software Inc. | 7.73 | 65,683 | $235.45 | $15,465,062 | $138.45 | -41.20% | $115.57 | $272.60 | |
| NRP · Natural Resource Partners L | 7.35 | 153,930 | $95.51 | $14,701,854 | $111.49 | +16.73% | $91.79 | $128.60 | |
| LEN · Lennar Corp. | 6.52 | Add 13.46% | 118,000 | $110.61 | $13,051,980 | $88.38 | -20.10% | $83.03 | $144.24 |
| SGU · Star Group L P | 6.43 | 1,099,239 | $11.70 | $12,861,096 | $12.94 | +10.60% | $11.31 | $13.53 |
* 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
6 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