Bryan Lawrence

Oakcliff Capital·CIK 1657335

9

Positions

$198.9M

Portfolio Value

36

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q3 2024

IBKR

TDG

GIL

GWRE

GOOG

NRP

LGIH

SGU

CHTR

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	FNF	FIDELITY NATIONAL FINANCIAL	7.14%	270,000	$13,343,400	SOLD
2	GOOG	ALPHABET INC	9.99%	118,880	$19,875,547

Bryan Lawrence – Oakcliff Capital Portfolio | DataHeimdall