Bryan Lawrence
Oakcliff Capital Partners, LP
·
CIK
1657335
Investor known for his value investing approach and his focus on identifying undervalued securities with strong growth potential, particularly in the technology and healthcare sectors.
14 Aug 2024
Last Update
AUM
$186.99MHoldings
11ROI %
22.92%QoQ%
10.21%Avg. Holding Period
3y
Sector Breakdown
Top Investments
Performance
Holdings
S&P 500
Stocks
11
Options
0
Ticker
Name
Shares
Shares value
% Portfolio
Change
Change %
History
Avg. Buy Price
Current price
Report Date
IBKR
Interactive Brokers Group Inc
302.65K
$37.1M
19.84%
-
-
$46.73(162.36%)
$122.6
30 Jun 2024
TDG
Transdigm Group Incorporated
21.42K
$27.37M
14.64%
-
-
$261.96(387.71%)
$1.28K
30 Jun 2024
GIL
Gildan Activewear Inc.
615.4K
$23.34M
12.48%
-
-
$29.18(29.95%)
$37.92
30 Jun 2024
GOOG
Alphabet Inc Class C
118.88K
$21.8M
11.66%
-
-
$54.32(237.67%)
$183.42
30 Jun 2024
GWRE
Guidewire Software Inc
124.44K
$17.16M
9.18%
-
-
$111.21(23.99%)
$137.89
30 Jun 2024
NRP
Natural Resource Partners LP
154.87K
$13.88M
7.42%
154.87K
New
$89.64(0.00%)
$89.64
30 Jun 2024
FNF
Fidelity National Financial Inc
270K
$13.34M
7.14%
-
-
$36(37.28%)
$49.42
30 Jun 2024
SGU
Star Gas Partners LP
1.11M
$11.77M
6.29%
-
-
$9.29(14.53%)
$10.64
30 Jun 2024
CHTR
Charter Communications Inc
38.47K
$11.5M
6.15%
-
-
$359.69(-16.88%)
$298.96
30 Jun 2024
LGIH
LGI Homes
108.59K
$9.72M
5.20%
-
-
$105.9(-15.50%)
$89.49
30 Jun 2024
HPCO
Hempacco Co., Inc.
-
-
-
-372.66K
-100.00%
$12.28(-56.60%)
$5.33
30 Jun 2024
