Bryan Lawrence – Oakcliff Capital Portfolio | DataHeimdall

Bryan Lawrence

Oakcliff Capital·CIK 1657335

8

Positions

$134.1M

Portfolio Value

36

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q4 2022

TDG

IBKR

GOOG

SGU

CHTR

GWRE

GIL

HNRG

Portfolio Value Over Time

Holdings Qtr Buys Qtr Sells

Quarter:

Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023

#	Ticker	Company	Weight	Shares	Value	Change
1	GIL	GILDAN ACTIVEWEAR INC	8.52%	417,000	$11,425,800	NEW
2	SGU	STAR GROUP L P	11.73%	1,305,167	$15,727,000