What Bryan Lawrence Bought in Q3 2024
Oakcliff Capital Partners · Quarterly 13F recap as filed with the SEC.
Period: 2024-09-30 · Filed · Historical
$198.9M
Total Value
9
Holdings
0
New Buys
0
Reduced
In Q3 2024, Bryan Lawrence reported 9 long equity positions worth $198.9M in their Oakcliff Capital Partners 13F filing and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | 302647 | $42.2M | 21.21% | — |
| 2 | TDG | TRANSDIGM GROUP INC | 21424 | $30.6M | 15.38% | — |
| 3 | GIL | GILDAN ACTIVEWEAR INC | 615399 | $29.0M | 14.58% | — |
| 4 | GWRE | GUIDEWIRE SOFTWARE INC | 124435 | $22.8M | 11.45% | — |
| 5 | GOOG | ALPHABET INC | 118880 | $19.9M | 10.00% | — |
| 6 | NRP | NATURAL RESOURCE PARTNERS L | 154866 | $15.1M | 7.62% | — |
| 7 | LGIH | LGI HOMES INC | 117088 | $13.9M | 6.98% | +7.8% |
| 8 | SGU | STAR GROUP L P | 1105928 | $13.0M | 6.53% | — |
| 9 | CHTR | Charter Communications | 38474 | $12.5M | 6.27% | — |