What Bryan Lawrence Bought in Q2 2024
Oakcliff Capital Partners · Quarterly 13F recap as filed with the SEC.
Period: 2024-06-30 · Filed · Historical
$187.0M
Total Value
10
Holdings
1
New Buys
0
Reduced
In Q2 2024, Bryan Lawrence reported 10 long equity positions worth $187.0M in their Oakcliff Capital Partners 13F filing, including 1 new positions (largest: NATURAL RESOURCE PARTNERS L at $13.9M).
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | 302647 | $37.1M | 19.84% | — |
| 2 | TDG | TRANSDIGM GROUP INC | 21424 | $27.4M | 14.64% | — |
| 3 | GIL | GILDAN ACTIVEWEAR INC | 615399 | $23.3M | 12.48% | — |
| 4 | GOOG | ALPHABET INC | 118880 | $21.8M | 11.66% | — |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | 124435 | $17.2M | 9.18% | — |
| 6 | NRP | NATURAL RESOURCE PARTNERS L | 154866 | $13.9M | 7.42% | NEW |
| 7 | FNF | FIDELITY NATIONAL FINANCIAL | 270000 | $13.3M | 7.14% | — |
| 8 | SGU | STAR GROUP L P | 1105928 | $11.8M | 6.29% | — |
| 9 | CHTR | Charter Communications | 38474 | $11.5M | 6.15% | — |
| 10 | LGIH | LGI HOMES INC | 108590 | $9.7M | 5.20% | — |