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 Allocation
Other
Communication Services
Financial Services
Energy
Basic Materials
Industrials
Consumer Cyclical
Consumer Defensive
Technology
Healthcare
Trade Activity
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Discover the most recent trades made by this Billionaire.
Ticker
Name
Activity
Shares
Price
Total Shares
Quarter
Filing Date
Form
NRP
NRP
$89.64
154.87K
Q2 2024
14 Aug 2024
13F-HR
HPCO
HPCO
Sell
372,664
$5.33
-
Q2 2024
14 Aug 2024
13F-HR
LGIH
LGIH
$116.37
108.59K
Q1 2024
15 May 2024
13F-HR
IBKR
IBKR
Sell
37,000
$111.71
302.65K
Q1 2024
15 May 2024
13F-HR
TDG
TDG
Sell
2,884
$1.23K
21.42K
Q1 2024
15 May 2024
13F-HR
GOOG
GOOG
Sell
20,000
$152.26
118.88K
Q1 2024
15 May 2024
13F-HR
GWRE
GWRE
Sell
25,000
$116.71
124.44K
Q1 2024
15 May 2024
13F-HR
HPCO
HPCO
$5.33
372.66K
Q1 2024
15 May 2024
13F-HR
LGIH
LGIH
Sell
36,410
$133.16
38.59K
Q4 2023
14 Feb 2024
13F-HR
GWRE
GWRE
Sell
14,000
$109.04
149.44K
Q4 2023
14 Feb 2024
13F-HR
CHTR
CHTR
$388.68
38.47K
Q4 2023
14 Feb 2024
13F-HR
TDG
TDG
Sell
8,090
$843.13
24.31K
Q3 2023
14 Nov 2023
13F-HR
GOOG
GOOG
Sell
21,720
$131.85
138.88K
Q3 2023
14 Nov 2023
13F-HR
GWRE
GWRE
Sell
2,000
$90
163.44K
Q3 2023
14 Nov 2023
13F-HR
FNF
FNF
$36
270K
Q2 2023
14 Aug 2023
13F-HR
GOOG
GOOG
Sell
55,710
$120.97
160.6K
Q2 2023
14 Aug 2023
13F-HR
TDG
TDG
Sell
4,800
$894.16
32.4K
Q2 2023
14 Aug 2023
13F-HR
GWRE
GWRE
Sell
34,000
$76.08
165.44K
Q2 2023
14 Aug 2023
13F-HR
GIL
GIL
$32.24
615.4K
Q2 2023
14 Aug 2023
13F-HR
SGU
SGU
Sell
9,239
$13.66
1.11M
Q2 2023
14 Aug 2023
13F-HR
TDG
TDG
Sell
14,500
$737.03
37.2K
Q1 2023
15 May 2023
13F-HR
GIL
GIL
$33.19
560.4K
Q1 2023
15 May 2023
13F-HR
