What Bryan Lawrence Bought in Q1 2024
Oakcliff Capital Partners · Quarterly 13F recap as filed with the SEC.
Period: 2024-03-31 · Filed · Historical
$166.9M
Total Value
10
Holdings
0
New Buys
0
Reduced
In Q1 2024, Bryan Lawrence reported 10 long equity positions worth $166.9M in their Oakcliff Capital Partners 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | 302647 | $33.8M | 20.26% | — |
| 2 | TDG | TRANSDIGM GROUP INC | 21424 | $26.4M | 15.81% | — |
| 3 | GIL | GILDAN ACTIVEWEAR INC | 615399 | $22.8M | 13.69% | — |
| 4 | GOOG | ALPHABET INC | 118880 | $18.1M | 10.85% | — |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | 124435 | $14.5M | 8.70% | — |
| 6 | FNF | FIDELITY NATIONAL FINANCIAL | 270000 | $14.3M | 8.59% | — |
| 7 | LGIH | LGI HOMES INC | 108590 | $12.6M | 7.57% | — |
| 8 | CHTR | Charter Communications | 38474 | $11.2M | 6.70% | — |
| 9 | SGU | STAR GROUP L P | 1105928 | $11.1M | 6.64% | — |
| 10 | HNRG | HALLADOR ENERGY COMPANY | 372664 | $2.0M | 1.19% | — |