Bryan Lawrence – Oakcliff Capital Portfolio | DataHeimdall

Bryan Lawrence

Oakcliff Capital·CIK 1657335

8

Positions

$233.2M

Portfolio Value

36

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q4 2025

IBKR

GIL

GOOG

TDG

GWRE

NRP

SGU

LEN

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	IBKR	INTERACTIVE BROKERS GROUP IN	28.42%	1,030,740	$66,286,889	▼ -2.2%
2	NRP	NATURAL RESOURCE PARTNERS L	5.70%	127,351	$13,295,444