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 ago 2024
Última Atualização
AUM
$186.99MParticipações
11ROI %
22.92%QoQ%
10.21%Período Médio de Detenção
3y
Alocação Setorial
Other
Communication Services
Financial Services
Energy
Basic Materials
Industrials
Consumer Cyclical
Consumer Defensive
Technology
Healthcare
Atividade de Transações
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Ticker
Nome
Atividade
Ações
Preço
Total de Ações
Trimestre
Data para arquivamento
Forma
NRP
NRP
$89.64
154.87K
Q2 2024
14 ago 2024
13F-HR
HPCO
HPCO
Vender
372,664
$5.33
-
Q2 2024
14 ago 2024
13F-HR
LGIH
LGIH
$116.37
108.59K
Q1 2024
15 mai 2024
13F-HR
IBKR
IBKR
Vender
37,000
$111.71
302.65K
Q1 2024
15 mai 2024
13F-HR
TDG
TDG
Vender
2,884
$1.23K
21.42K
Q1 2024
15 mai 2024
13F-HR
GOOG
GOOG
Vender
20,000
$152.26
118.88K
Q1 2024
15 mai 2024
13F-HR
GWRE
GWRE
Vender
25,000
$116.71
124.44K
Q1 2024
15 mai 2024
13F-HR
HPCO
HPCO
$5.33
372.66K
Q1 2024
15 mai 2024
13F-HR
LGIH
LGIH
Vender
36,410
$133.16
38.59K
Q4 2023
14 fev 2024
13F-HR
GWRE
GWRE
Vender
14,000
$109.04
149.44K
Q4 2023
14 fev 2024
13F-HR
CHTR
CHTR
$388.68
38.47K
Q4 2023
14 fev 2024
13F-HR
TDG
TDG
Vender
8,090
$843.13
24.31K
Q3 2023
14 nov 2023
13F-HR
GOOG
GOOG
Vender
21,720
$131.85
138.88K
Q3 2023
14 nov 2023
13F-HR
GWRE
GWRE
Vender
2,000
$90
163.44K
Q3 2023
14 nov 2023
13F-HR
FNF
FNF
$36
270K
Q2 2023
14 ago 2023
13F-HR
GOOG
GOOG
Vender
55,710
$120.97
160.6K
Q2 2023
14 ago 2023
13F-HR
TDG
TDG
Vender
4,800
$894.16
32.4K
Q2 2023
14 ago 2023
13F-HR
GWRE
GWRE
Vender
34,000
$76.08
165.44K
Q2 2023
14 ago 2023
13F-HR
GIL
GIL
$32.24
615.4K
Q2 2023
14 ago 2023
13F-HR
SGU
SGU
Vender
9,239
$13.66
1.11M
Q2 2023
14 ago 2023
13F-HR
TDG
TDG
Vender
14,500
$737.03
37.2K
Q1 2023
15 mai 2023
13F-HR
GIL
GIL
$33.19
560.4K
Q1 2023
15 mai 2023
13F-HR
