What Bryan Lawrence Bought in Q3 2025
Oakcliff Capital Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$231.7M
Total Value
8
Holdings
0
New Buys
0
Reduced
In Q3 2025, Bryan Lawrence reported 8 long equity positions worth $231.7M 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 | $70.9M | 30.61% | — |
| 2 | GIL | GILDAN ACTIVEWEAR INC | 681689 | $39.4M | 17.01% | — |
| 3 | TDG | TRANSDIGM GROUP INC | 24170 | $31.9M | 13.75% | +13.5% |
| 4 | GOOG | ALPHABET INC | 118161 | $28.8M | 12.42% | — |
| 5 | NRP | NATURAL RESOURCE PARTNERS L | 169057 | $17.8M | 7.66% | +9.8% |
| 6 | GWRE | GUIDEWIRE SOFTWARE INC | 65683 | $15.1M | 6.52% | — |
| 7 | LEN | LENNAR CORP | 118000 | $14.9M | 6.42% | — |
| 8 | SGU | STAR GROUP L P | 1099239 | $13.0M | 5.61% | — |