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Bryan Lawrence

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

Ultima Actualizare

AUM
$186.99M
Holdings
11
ROI %
22.92%
QoQ%
10.21%
Perioada Medie de Deținere
3y

Alocarea Sectorială

Other

Communication Services

Financial Services

Energy

Basic Materials

Industrials

Consumer Cyclical

Consumer Defensive

Technology

Healthcare

Activitatea Tranzacțiilor

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Descoperă cele mai recente tranzacții efectuate de acest Miliardar.

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Simbol
Nume
Activitate
Acțiuni
Preț
Total Acțiuni
Trimestru
Data de depozit
Formă

NRP

NRP

Cumpără

154,866
$89.64
154.87K
Q2 2024
14 aug 2024
13F-HR

HPCO

HPCO

Vinde

372,664
$5.33
-
Q2 2024
14 aug 2024
13F-HR

LGIH

LGIH

Cumpără

70,000
$116.37
108.59K
Q1 2024
15 mai 2024
13F-HR

IBKR

IBKR

Vinde

37,000
$111.71
302.65K
Q1 2024
15 mai 2024
13F-HR

TDG

TDG

Vinde

2,884
$1.23K
21.42K
Q1 2024
15 mai 2024
13F-HR

GOOG

GOOG

Vinde

20,000
$152.26
118.88K
Q1 2024
15 mai 2024
13F-HR

GWRE

GWRE

Vinde

25,000
$116.71
124.44K
Q1 2024
15 mai 2024
13F-HR

HPCO

HPCO

Cumpără

335,398
$5.33
372.66K
Q1 2024
15 mai 2024
13F-HR

LGIH

LGIH

Vinde

36,410
$133.16
38.59K
Q4 2023
14 feb 2024
13F-HR

GWRE

GWRE

Vinde

14,000
$109.04
149.44K
Q4 2023
14 feb 2024
13F-HR

CHTR

CHTR

Cumpără

2,900
$388.68
38.47K
Q4 2023
14 feb 2024
13F-HR

TDG

TDG

Vinde

8,090
$843.13
24.31K
Q3 2023
14 noi 2023
13F-HR

GOOG

GOOG

Vinde

21,720
$131.85
138.88K
Q3 2023
14 noi 2023
13F-HR

GWRE

GWRE

Vinde

2,000
$90
163.44K
Q3 2023
14 noi 2023
13F-HR

FNF

FNF

Cumpără

270,000
$36
270K
Q2 2023
14 aug 2023
13F-HR

GOOG

GOOG

Vinde

55,710
$120.97
160.6K
Q2 2023
14 aug 2023
13F-HR

TDG

TDG

Vinde

4,800
$894.16
32.4K
Q2 2023
14 aug 2023
13F-HR

GWRE

GWRE

Vinde

34,000
$76.08
165.44K
Q2 2023
14 aug 2023
13F-HR

GIL

GIL

Cumpără

55,000
$32.24
615.4K
Q2 2023
14 aug 2023
13F-HR

SGU

SGU

Vinde

9,239
$13.66
1.11M
Q2 2023
14 aug 2023
13F-HR

TDG

TDG

Vinde

14,500
$737.03
37.2K
Q1 2023
15 mai 2023
13F-HR

GIL

GIL

Cumpără

143,399
$33.19
560.4K
Q1 2023
15 mai 2023
13F-HR