What Bryan Lawrence Bought in Q4 2024
Oakcliff Capital Partners · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$195.6M
Total Value
9
Holdings
0
New Buys
8
Reduced
In Q4 2024, Bryan Lawrence reported 9 long equity positions worth $195.6M in their Oakcliff Capital Partners 13F filing and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | 299685 | $52.9M | 27.07% | -1.0% |
| 2 | GIL | GILDAN ACTIVEWEAR INC | 611689 | $28.8M | 14.72% | -0.6% |
| 3 | TDG | TRANSDIGM GROUP INC | 21293 | $27.0M | 13.80% | -0.6% |
| 4 | GOOG | ALPHABET INC | 118161 | $22.5M | 11.51% | -0.6% |
| 5 | NRP | NATURAL RESOURCE PARTNERS L | 153930 | $17.1M | 8.74% | -0.6% |
| 6 | CHTR | Charter Communications | 38239 | $13.1M | 6.70% | -0.6% |
| 7 | SGU | STAR GROUP L P | 1099239 | $12.7M | 6.49% | -0.6% |
| 8 | GWRE | GUIDEWIRE SOFTWARE INC | 65683 | $11.1M | 5.66% | +-47.2% |
| 9 | LGIH | LGI HOMES INC | 116380 | $10.4M | 5.32% | -0.6% |