What Bryan Lawrence Bought in Q1 2026
Oakcliff Capital Partners · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$226.6M
Total Value
8
Holdings
0
New Buys
2
Reduced
In Q1 2026, Bryan Lawrence reported 8 long equity positions worth $226.6M in their Oakcliff Capital Partners 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | 1030740 | $69.1M | 30.50% | — |
| 2 | GIL | GILDAN ACTIVEWEAR INC | 681689 | $37.9M | 16.74% | — |
| 3 | GOOG | ALPHABET INC | 118161 | $33.9M | 14.96% | — |
| 4 | TDG | TRANSDIGM GROUP INC | 24170 | $28.0M | 12.36% | — |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | 144183 | $21.6M | 9.51% | 73.3% |
| 6 | SGU | STAR GROUP LP | 1099239 | $13.5M | 5.96% | — |
| 7 | NRP | NATURAL RESOURCE PARTNERS LP | 102057 | $12.3M | 5.45% | -19.9% |
| 8 | LEN | LENNAR CORP | 118000 | $10.2M | 4.52% | — |