Bryan Lawrence – Oakcliff Capital Portfolio | DataHeimdall

Bryan Lawrence

Oakcliff Capital·CIK 1657335

9

Positions

$145.6M

Portfolio Value

36

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q3 2023

IBKR

TDG

GOOG

GIL

CHTR

GWRE

SGU

FNF

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	TDG	TRANSDIGM GROUP INC	14.07%	24,308	$20,494,804	▼ -5.2%
2	GIL	GILDAN ACTIVEWEAR INC	11.84%	615,399	$17,237,326