What Bryan Lawrence Bought in Q2 2025
Oakcliff Capital Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$200.1M
Total Value
8
Holdings
0
New Buys
1
Reduced
In Q2 2025, Bryan Lawrence reported 8 long equity positions worth $200.1M in their Oakcliff Capital Partners 13F filing and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | 1030740 | $57.1M | 28.54% | 300.0% |
| 2 | GIL | GILDAN ACTIVEWEAR INC | 681689 | $33.6M | 16.77% | +11.4% |
| 3 | TDG | TRANSDIGM GROUP INC | 21293 | $32.4M | 16.18% | — |
| 4 | GOOG | ALPHABET INC | 118161 | $21.0M | 10.48% | — |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | 65683 | $15.5M | 7.73% | — |
| 6 | NRP | NATURAL RESOURCE PARTNERS L | 153930 | $14.7M | 7.35% | — |
| 7 | LEN | LENNAR CORP | 118000 | $13.1M | 6.52% | +13.5% |
| 8 | SGU | STAR GROUP L P | 1099239 | $12.9M | 6.43% | — |