Bryan Lawrence - Oakcliff Capital
Portfoliowert
$226.63 M
Positionen
8
Stichtag
2026-03-31
Quartal
Q1 2026
| IBKR | INTERACTIVE BROKERS GROUP IN | 30.50% | 1,030,740 | $67.07 | $69.13 M | $91.74 | +36.78% | |
| GIL | GILDAN ACTIVEWEAR INC | 16.74% | 681,689 | $55.65 | $37.94 M | $49.70 | -10.69% | |
| GOOG | ALPHABET INC | 14.96% | 118,161 | $286.86 | $33.90 M | $319.09 | +11.24% | |
| TDG | TRANSDIGM GROUP INC | 12.36% | 24,170 | $1,158.96 | $28.01 M | $1,236.71 | +6.71% | |
| GWRE | GUIDEWIRE SOFTWARE INC | 9.51% | Add 73.33% | 144,183 | $149.56 | $21.56 M | $138.23 | -7.58% |
| SGU | STAR GROUP LP | 5.96% | 1,099,239 | $12.28 | $13.50 M | $13.05 | +6.27% | |
| NRP | NATURAL RESOURCE PARTNERS LP | 5.45% | Reduce 19.86% | 102,057 | $121.00 | $12.35 M | $98.00 | -19.01% |
| LEN | LENNAR CORP | 4.52% | 118,000 | $86.84 | $10.25 M | $84.64 | -2.53% |
8 Einträge