What Bryan Lawrence Bought in Q2 2026
Oakcliff Capital Partners · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$268.5M
Total Value
9
Holdings
1
New Buys
0
Reduced
In Q2 2026, Bryan Lawrence reported 9 long equity positions worth $268.5M in their Oakcliff Capital Partners 13F filing, including 1 new positions (largest: MOODY'S CORP at $15.4M) and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | 1030740 | $89.7M | 33.42% | — |
| 2 | GOOG | ALPHABET INC | 118161 | $41.7M | 15.55% | — |
| 3 | GIL | GILDAN ACTIVEWEAR INC | 681689 | $35.2M | 13.10% | — |
| 4 | TDG | TRANSDIGM GROUP INC | 24170 | $32.2M | 11.99% | — |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | 158683 | $19.5M | 7.27% | +10.1% |
| 6 | MCO | MOODY'S CORP | 34000 | $15.4M | 5.74% | NEW |
| 7 | SGU | STAR GROUP L P | 1099239 | $14.1M | 5.26% | — |
| 8 | LEN | LENNAR CORP-A | 118000 | $10.7M | 3.98% | — |
| 9 | NRP | NATURAL RESOURCE PARTNERS LP | 102057 | $9.9M | 3.69% | — |