Bryan Lawrence – Oakcliff Capital Portfolio | DataHeimdall

Bryan Lawrence

Oakcliff Capital·CIK 1657335

10

Positions

$187.0M

Portfolio Value

36

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q2 2024

IBKR

TDG

GIL

GOOG

GWRE

NRP

FNF

SGU

CHTR

LGIH

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	NRP	NATURAL RESOURCE PARTNERS L	7.42%	154,866	$13,882,188	NEW
2	GOOG	ALPHABET INC	11.66%	118,880	$21,804,970