What Bryan Lawrence Bought in Q4 2025
Oakcliff Capital Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-12-31 · Filed · Historical
$233.2M
Total Value
8
Holdings
0
New Buys
1
Reduced
In Q4 2025, Bryan Lawrence reported 8 long equity positions worth $233.2M in their Oakcliff Capital Partners 13F filing and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | 1030740 | $66.3M | 28.42% | — |
| 2 | GIL | GILDAN ACTIVEWEAR INC | 681689 | $42.6M | 18.25% | — |
| 3 | GOOG | ALPHABET INC | 118161 | $37.1M | 15.90% | — |
| 4 | TDG | TRANSDIGM GROUP INC | 24170 | $32.1M | 13.78% | — |
| 5 | GWRE | GUIDEWIRE SOFTWARE INC | 83183 | $16.7M | 7.17% | +26.6% |
| 6 | NRP | NATURAL RESOURCE PARTNERS L | 127351 | $13.3M | 5.70% | -24.7% |
| 7 | SGU | STAR GROUP L P | 1099239 | $13.0M | 5.58% | — |
| 8 | LEN | LENNAR CORP | 118000 | $12.1M | 5.20% | — |