What Bryan Lawrence Bought in Q1 2025
Oakcliff Capital Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$189.8M
Total Value
10
Holdings
1
New Buys
1
Reduced
In Q1 2025, Bryan Lawrence reported 10 long equity positions worth $189.8M in their Oakcliff Capital Partners 13F filing, including 1 new positions (largest: LENNAR CORP at $11.9M) and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | 257685 | $42.7M | 22.48% | -14.0% |
| 2 | TDG | TRANSDIGM GROUP INC | 21293 | $29.5M | 15.52% | — |
| 3 | GIL | GILDAN ACTIVEWEAR INC | 611689 | $27.0M | 14.25% | — |
| 4 | GOOG | ALPHABET INC | 118161 | $18.5M | 9.73% | — |
| 5 | NRP | NATURAL RESOURCE PARTNERS L | 153930 | $16.0M | 8.43% | — |
| 6 | SGU | STAR GROUP L P | 1099239 | $14.5M | 7.63% | — |
| 7 | CHTR | Charter Communications | 38239 | $14.1M | 7.43% | — |
| 8 | GWRE | GUIDEWIRE SOFTWARE INC | 65683 | $12.3M | 6.48% | — |
| 9 | LEN | LENNAR CORP | 104000 | $11.9M | 6.29% | NEW |
| 10 | LGIH | LGI HOMES INC | 49996 | $3.3M | 1.75% | +-57.0% |