Bryan Lawrence Portfolio Holdings

Oakcliff Capital Partners, LP, under direction of Bryan Lawrence has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $199 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Interactive Brokers Group, Inc. with a value of $42.2M, Trans Digm Group Inc with a value of $30.6M, Gildan Activewear Inc. with a value of $29M, Guidewire Software, Inc. with a value of $22.8M, and Alphabet Inc. with a value of $19.9M.

Examining the 13F form we can see an increase of $11.9M in the current position value, from $187M to 199M.

Oakcliff Capital Partners, LP is based out at New York, NY

Below you can find more details about Bryan Lawrence portfolio as well as his latest detailed transactions.