Bryan Lawrence - Oakcliff Capital

Portfolio

$268.45 M

Positionen

Stichtag

2026-06-30

Quartal

Q2 2026


IBKR	IBKRINTERACTIVE BROKERS GROUP IN	33.42%		1,030,740	$87.04	$89.72 M	$90.97	+4.52%
GOOG	GOOGALPHABET INC	15.55%		118,161	$353.33	$41.75 M	$329.11	-6.85%
—	GILDAN ACTIVEWEAR INC	13.10%		681,689	$51.60	$35.18 M	—	—
TDG	TDGTRANSDIGM GROUP INC	11.99%		24,170	$1,332.04	$32.20 M	$1,207.06	-9.38%
GWRE	GWREGUIDEWIRE SOFTWARE INC	7.27%	Add 10.06%	158,683	$123.05	$19.53 M	$200.73	+63.13%
—	MOODY'S CORP	5.74%	Buy	34,000	$452.92	$15.40 M	—	—
SGU	SGUSTAR GROUP L P	5.26%		1,099,239	$12.84	$14.11 M	$12.74	-0.78%
—	LENNAR CORP-A	3.98%		118,000	$90.49	$10.68 M	$86.83	-4.04%
NRP	NRPNATURAL RESOURCE PARTNERS LP	3.69%		102,057	$97.00	$9.90 M	$110.18	+13.59%

9 Einträge